Client Relationship Manager
Core
Maximize sales of AIA products and services through brokers to meet quotas and business objectives for corporate insurance.
Role type
Client Relationship Manager (Broking Channel)
Builds
Corporate insurance policies and services
Domain
Insurance / Broking
Required skills
Sales quota achievement, relationship building with intermediaries, renewal management, sales forecasting, proposal development, data submission, premium collection follow-up, corporate sales presentations, employee communication sessions, market analysis
Preferred skills
Professional development, product enhancement projects
Technologies
None stated
Responsibilities
Achieve renewal growth targets and KPIs for the Broking Channel; Establish and maintain strong business relationships with assigned intermediaries to service and grow existing corporate insurance accounts; Pro-actively set appointments and meet with assigned intermediaries for regular engagement; Provide timely and accurate renewal status information and growth data for management reporting and sales forecasting; Provide timely renewal terms or sales proposals for new lines of cover in accordance with business acceptance, risk management, and underwriting profitability guidelines; Ensure timely and accurate submission of renewal employee data and placement documentation for billing, and liaise with internal operations to resolve servicing matters; Follow up on outstanding policy premium collection to ensure compliance with internal credit control; Pitch and deliver corporate sales presentations jointly with intermediaries; Support and jointly conduct Employee Communication Sessions for existing corporate customers; Participate in scheduled sales training and professional development courses to meet CPD hours and Fit & Proper requirements; Undertake assigned projects such as product/service enhancements and market analysis.
Seniority
Mid-level (2-5 years experience)