INSURANCE SALES AGENT (5 POSITIONS)

DUTIES AND RESPONSIBILITIES

Sales and Lead Generation:

• Identify and target potential clients through various channels such as cold calling, networking, and referrals.
• Present, promote, and sell insurance products to prospective clients, including life, health, auto, property, and commercial insurance.
• Meet or exceed sales targets and performance metrics.
• Build and maintain relationships with new and existing clients.

Client Needs Assessment:

• Assess clients' needs and recommend appropriate insurance policies.
• Conduct in-depth consultations with clients to explain coverage options and benefits.
• Analyze risk factors and tailor insurance solutions based on client requirements.
• Policy Management:
• Prepare quotes and assist clients in understanding policy terms, conditions, and exclusions.
• Ensure clients are aware of policy renewal dates and assist with the renewal process.
• Manage the policy issuance and ensure accurate documentation is processed.

Customer Service:

• Provide excellent customer service by addressing client inquiries, resolving concerns, and following up on claims or policy changes.
• Handle client claims with professionalism and work with the claims department for resolution.
• Maintain long-term relationships with clients to encourage repeat business and referrals.

Market Research and Product Knowledge:

• Stay updated on industry trends, market conditions, and competitors to remain competitive.
• Continuously educate yourself about new products, insurance regulations, and underwriting guidelines.

 Administrative Duties:

• Maintain accurate records of sales activities, client interactions, and policy updates.
• Meet or exceed required administrative deadlines and ensure compliance with company policies and regulations.
• Collaborate with underwriters, brokers, and other staff to ensure smooth operations.

KEY REQUIREMENT SKILLS AND QUALIFICATION

• Diploma/Degree in any field
• At least 2 years proven experience in sales, with a focus on insurance or financial products
• Insurance Certificate of Proficiency (COP).
• Strong understanding of insurance products, industry standards, and regulations
• Excellent communication, interpersonal, and negotiation skills
• Ability to build and maintain relationships with clients
• Proficient in using CRM software and Microsoft Office Suite

HOW TO APPLY

• If you meet the above qualifications, skills and experience share CV on

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• Interviews will be carried out on a rolling basis until the position is filled.
• Only the shortlisted candidates will be contacted.