Senior Manager- Life And Health Product

Key Responsibilities:

1. Business Development & Sales

• Identify and acquire retail clients across M&M and NonM&M accounts for retail insurance products.
• Develop and execute sales strategies to meet assigned corporate sales targets.
• Generate leads through networking, referrals, industry connects, worksite marketing initiatives, and partnerships.
• Conduct worksite marketing programs, including onsite / virtual employee sessions, enrollment drives, and awareness campaigns.
• Drive conversion of employees from Group policies (GMC/GTL) to individual retail policies, ensuring smooth migration.
• Crosssell and upsell Health, Life, and Travel insurance products to corporate employees.

2. Worksite Marketing & Employee Engagement

• Plan and execute worksite marketing activities across corporate offices to promote retail insurance solutions.
• Conduct product presentations, demos, and Q&A sessions for employees.
• Educate employees on policy features, benefits, exclusions, and suitability.
• Support HR teams during onboarding, renewal periods, and benefit communication initiatives.
• Act as a trusted advisor for employees seeking individual insurance solutions beyond group coverage.

3. SPOC for Employee Benefits (EB) Queries

• Act as Single Point of Contact (SPOC) for employee queries related to Employee Benefits (EB) policies such as:
• Group Mediclaim (GMC)
• Group Personal Accident (GPA)
• Group Term Life (GTL)
• Guide, triage, and redirect EBrelated queries to appropriate internal teams (EB Ops, TPA, Insurers).
• Support escalation management for service and claimrelated issues, ensuring timely resolution.
• Coordinate with EB teams to ensure seamless employee experience without overlap or conflict.

4. Quotation, Policy Issuance & MIS

• Manage daytoday quotations for Health, Life, and Travel insurance.
• Coordinate with multiple insurers to obtain competitive quotes.
• Prepare and share QCR (Quote Comparison Reports) with clients.
• Ensure timely issuance of policies and monthly income booking in SAIBA.
• Maintain daily MIS for fresh and renewal business, including pipeline tracking.
• Handle renewals, endorsements, and policy servicing support.

5. Client & Stakeholder Management

• Conduct meetings and presentations with HR, Finance, Admin and other decisionmakers.
• Build and maintain longterm relationships for renewals and repeat business.
• Serve as the primary contact for retail insurance servicing for corporate clients.
• Coordinate with internal underwriting, operations, product, and claims teams for smooth execution.
• Monitor competitor offerings, market trends, and regulatory changes.

Key Competencies:

• Strategic and consultative selling mindset.
• Strong client relationship and stakeholder management skills.
• Excellent communication, presentation, and interpersonal skills.
• Ability to manage multiple stakeholders, products, and service dependencies.
• Targetdriven and resultoriented approach.
• Strong problemsolving and escalationhandling capability.
• Ability to analyze employee profiles to identify crosssell and upsell opportunities.

Skills & Qualifications

• Bachelors / Master’s degree in Business, Finance, Insurance, or related field.
• 10+ years of experience in corporate insurance sales, B2B financial services, or worksite marketing.
• Handson knowledge of Retail Health, Life, and Travel insurance products. Who can drive retail insurance growth through corporates
• Lead worksite marketing initiatives
• Working understanding of Employee Benefits (GMC/GTL/GPA) and EB servicing ecosystem.
• Experience in worksite marketing or employee engagement programs preferred.
• Strong negotiation, presentation, and stakeholder management skills.