Client Relationship Manager

Job Dimensions (role and responsibilities):

• This will be primarily an individual contributor role reporting to the location leader with no team management role envisaged (except where specifically communicated). The client management team members will however work closely with the client services team allocated (by the location leader) to ensure the quality delivery of client services.
• Be responsible for meeting renewal business broking revenues as per annual targets and for executing/managing employee benefit insurance renewals for all existing clients under their purview.
• Will also be responsible for generating cross-sell business revenues as per annual targets from existing clients serviced by the employee.
• Will be primarily responsible to develop and execute the client renewal processes in line with the agreed timeline plan for the client and follow the laid down process without exception including floating quote slips to insurers and negotiating / finalizing premiums for the renewal.
• Will need to independently develop and execute a client benefits strategy inline with the principles laid down for and by the client and ensure that the benefits plan is executed in line with the same without deviation.
• Will need to lead and conclude all legal documentation like NDA, Broker Services
• Agreement, SLAs, TOBA and enable / conclude all discussions with the respective legal teams including Anviti legal and compliance teams.
• Will be primarily responsible for initiating, managing and maintaining strong relationships with all stakeholders at the client end in a structured manner.
• Will acts as the client steward and initiate all stewardship activities relating to the account in a timely manner.
• Will need to present and execute all client consulting services including client benchmarking, claims reviews and consulting projects for the clients under their scope with oversight and support from Location Leader.
• Will liaise with clients at various levels to understand their needs in detail and ensure that they are appropriately advised on every area of employee benefits and make a final recommendation of service providers that suit the client needs optimally. Will utilise presence of Location leader/ Experienced CRM as appropriate during discussions.
• Will develop consulting expertise in the identified client industry/segment (if) allocated and identify and develop new business opportunities within that segment with other colleagues identified as part of the team.
• Will execute all strategy led wellness initiatives with support of the health promotion team
• Will work closely with other colleagues supporting the client and ensure that all important updates on that clients are circulated to all.
• Will take up and execute any specific projects relating to the development of the H&B practice as allocated.

Key Performance Indicators:

• They will primarily be vested with the responsibility of managing the client relationships under their purview, be accountable for revenue and cross sell responsibilities
• Work along with the client services team to ensure that client satisfaction is maintained.

Skills and Attitude:

• Effective communication, presentation, consultative selling, advising, and negotiation skills
• Solid understanding of the insurance benefits market in India primarily with some knowledge of international trends
• A consulting mind-set, strong analytical skills, a competitive drive, be a team player and is collaborative
• Ability to manage and excel in ambiguous situations and be a quick learner
• Worked with small and medium accounts with varied expectations
• Dynamic self- motivated team player with a track record
• Demonstrable Relationship Management skills
• Evidence of having continuously upgraded ones knowledge base through seminar, training, reading etc. to ensure distinctive client value.

Experience - 4-9 yrs

Location - Mumbai/ Bengaluru

Education - Graduate/Post graduate