Intermediary Relationship Management, Specialist
Core
Maximize sales of AIA products and services through intermediaries to meet quotas and business objectives.
Role type
Intermediary Relationship Management Specialist
Builds
Insurance products and services via intermediaries
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
relationship management, commercial negotiation, client acquisition, deal closing, policy renewal management, cross-selling, upselling, sales reporting, conflict resolution
Preferred skills
experience with insurance brokers
Technologies
Excel, PowerPoint
Responsibilities
Strengthen and establish partnerships with intermediaries; manage long-term business relationships; drive sourcing, negotiating, and on-boarding of clients; collaborate on go-to-market strategies; identify and co-develop business deals; drive policy renewals and resolve servicing issues; act as single point of contact for intermediaries; implement company initiatives via intermediaries; plan engagement activities; track sales performance and profitability.
Seniority
Mid-level, hands-on IC