CRM Direct Marketing Executive - Insurance Business

Job Overview

This position is aimed at driving insurance business growth from a designated team and orphan customer database through diverse campaigns. The role requires providing comprehensive pre-sales and post-sales support and services to clients, alongside managing the team. The goal is not only to meet targets but also to achieve consistent quarterly growth.

Key Responsibilities and Challenges

• Promote a service-to-sales approach targeting orphan customers.
• Implement differentiated and segmented strategies for various campaigns.
• Manage challenges related to frontline sales force attrition and scarcity of quality talent.

Primary Accountabilities

• Execute the Loyalty Model to achieve premium and new business policy (NOP) targets, contributing to overall company growth.
• Ensure seamless operation of sales and associated processes to maximize business potential.
• Align appropriate personnel to roles and timings to optimize productivity.
• Apply effective business acquisition methods to secure a profitable organizational mix.
• Maintain strong relationships with orphan customers.
• Upsell to assigned customers through ongoing campaigns.
• Ensure timely renewal collections and conserve assets under management (AUM) within the assigned customer base.
• Distribute leads among team members according to pre-defined targets.
• Regularly monitor and review team performance against targets and health metrics.
• Provide active guidance and support to team members through sale processes, lead conversion, and deal closures.
• Proactively engage and implement all reward and recognition initiatives from the organization.