Position: Corporate Business Executive

1. Revenue Generation
   1. Producer Relationship Management – builds, deepens and manages relationships with brokers and clients by providing exemplary support as their point of contact and regular meetings and touch bases.
   2. Proposal Management – leads and executes the sales process for brokers, agents and direct client prospecting, proposal development, presenting value‑adds and negotiating terms and conditions.
   3. Renewal Management – liaises closely with the Manager, Underwriters and other internal stakeholders to manage the renewal process and negotiate renewal terms for respective broker and corporate client portfolios to achieve business retention targets.
   4. Product Design and Development – collaborates with stakeholders to design plan benefit structures to meet client needs whilst balancing the profitability of the business.
2. New Client Onboarding & Implementation
   1. Spearheads the new client on boarding and implementation process for accounts across the Caribbean.
   2. Develops and executes client training to ensure understanding of benefits, utilization and service processes.
   3. Manages the roll out of value‑added services and initiatives geared toward improving the corporate client experience.
3. Quality Delivery Service
   1. Effectively communicates and engages with external customers to always ensure quality service delivery.
   2. Acts as a liaison between Pan‑American Life and Group clients/brokers/agents to ensure plan administrators and insureds are adequately educated about their Group benefits & processes.
   3. Monitors premium status of plans and liaise with plan administrators to ensure that premiums are remitted in accordance with collections procedures.
   4. Collaborates with internal stakeholders to overcome client challenges and develop solutions to address client concerns timely and effectively.
4. Reporting
   1. Prepare reports on sales activity, RFPs (Pipeline), Prospecting and Account Management/ Renewal updates.
   2. Analyzes and present to brokers and clients on loss ratios, diagnosis trends and benefit utilization to aid in their understanding of plan performance.
   3. Ensures compliance with all relevant legal, statutory, audit or other requirements.
5. Performs other duties that may be assigned
   1. Perform other duties and support other projects within the Group Business department that may be assigned.

• Bachelor’s degree in Marketing, Sales or Business Management
• Two to three years prior experience in the sales and/or services industry
• Experience with broker and client management
• LOMA and other relevant certifications in Life and/or Group Insurance
• Good knowledge of life and health insurance products and services

• Critical thinking skills
• Adaptability skills
• Communication skills
• Accountability skills
• Decision making skills
• Organizational skills
• Leadership skills
• Computer skills