Monitors and ensures achievement of sales targets through effective retention strategies for existing accounts.
Analyzes client portfolios and renewal data to support decision-making and facilitate account renewals.
Analyzes and endorses client proposals to immediate superiors within approved pricing limits from Actuarial.
Recommends pricing strategies, benefit packages, and other commercial terms to ensure successful account closures and renewals.
Gathers and analyzes relevant data to prepare accurate client proposals based on inputs from Actuarial and Sales.
Updates client presentation materials and related correspondences for endorsement and final review.
Serves as the Subject Matter Expert (SME) for SAP/C4C systems within the team. Leads team compliance with system processes and supports the implementation of automation initiatives and department-level digital projects.
Coordinates and participates in client meetings, presentations, and negotiationsespecially for sensitive or high-value accountsensuring professional and timely communication.
Experience And Training
At least 5 years of solid experience in business development, account management, or corporate sales.
Minimum of 2 years handling key accounts or enterprise-level clients, preferably in the healthcare, insurance, or service industry.