Manage the day-to-day operations of the team to generate sales revenue through new business acquisition and account retention.
Ensure strict adherence to established processes for securing and closing corporate accounts.
Review and approve proposals within approved actuarial rates; escalate recommendations on pricing, benefits packages, or renewal strategies to the immediate superior as needed.
Plan, monitor, and oversee the implementation of strategic acquisition and retention programs for corporate clients.
Review, endorse, and escalate account-related concerns to appropriate stakeholders when necessary.
Ensure completeness of all submitted documentation for newly closed accounts before endorsement to Actuarial, QRFT, Underwriting, and Account Management Support teams.
Monitor team performance in achieving sales targets, KRAs, and KPIs, ensuring compliance with company policies and deliverables.
Conduct regular coaching, mentoring, and performance reviews to address competency gaps and improve team capabilities.
Collaborate with the Account Management Support Team and other department heads to resolve operational issues.
Approve or endorse applications for leaves, overtime, cash-related transactions, business correspondences, and reimbursements of transportation expenses.
Review and endorse the status of closed accounts through the C4C system.
Qualifications
Strong leadership and people management skills with the ability to coach and develop a sales team.
Excellent communication, negotiation, and presentation skills.
Analytical and strategic thinker with strong problem-solving abilities.
Proficiency in MS Office applications and CRM systems (e.g., Salesforce, C4C).
Knowledge of insurance, healthcare, or financial services industry is a plus.
