Your tasks:
Generate new business by developing leads for potential sales through networking, referrals and attending selected conferences. Utilize resources within AIFS, specifically Database Marketing for lead development.
- Coordinate timely renewals of existing clients with underwriters to ensure proper rate and policy structure.
- Train with existing sales staff to learn process for presenting proposals and making presentations to prospective clients. Key points include how to close the sale and implement plans.
- Develop skills necessary to respond to Request for Proposals (RFP) from exchange programs seeking quotes for their students and program participants. Calculate appropriate pricing and policy offerings. Send out agreements with policy offerings to prospective clients.
- Work with President to analyze and report on detailed claim loss data
- Review losses against. business/program types to determine best possible markets for growth for CareMed. Provide suggested benefit alternatives and methods to improve claim losses for programs types not performing to target.
- Seek out and analyze trends in the marketplace.
- Perform periodic competitor analysis to determine new trends in the market, pricing comparison and policy review.
- Travel required to attend selected conference (WYSTC, ICEF etc) and to provide client presentations/renewal meetings.
- Provide onboarding for new clients to include set up of policies, training manual Care System users and training presentation.
