Client Relationship Manager
Core
Maximize sales of AIA products and services through brokers to meet quotas and business objectives.
Role type
Client Relationship Manager (Broking Channel)
Builds
Corporate insurance accounts and renewal growth
Domain
Insurance / Broking
Deliverable
client delivery
Required skills
Sales quota achievement, intermediary relationship management, renewal data reporting, sales proposal development, employee data submission, premium collection follow-up, corporate sales presentations, stakeholder management
Preferred skills
Professional development (CPD), market analysis
Technologies
None stated
Responsibilities
Achieve renewal growth targets for the Broking Channel; Establish and maintain strong business relationships with assigned intermediaries; Pro-actively set appointments and meet with intermediaries; Provide timely renewal status information and growth data for management reporting; Provide timely renewal terms or sales proposals for new lines of cover; Ensure timely submission of renewal employee data and placement documentation; Follow up on outstanding policy premium collection; Pitch and deliver corporate sales presentations jointly with intermediaries; Support Employee Communication Sessions to existing corporate customers; Participate in scheduled sales training and professional development courses; Undertake assigned projects such as products/services enhancements and market analysis