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Job Description & How to Apply Below
Main
Duties & Responsibilities:
Acquire new clients - Make cold calls on potential clients or follow up leads;
Ascertain their requirements;
Collect proposals and other underwriting information;
Arrange for quotations from insurance companies;
Submit and Present quotations to clients;
Obtain acceptance from clients and arrange immediate confirmation from insurance companies;
Follow up to obtain policy documents from insurance companies;
Arrange delivery of completed documents and collect payment if not already collected;
Accept full responsibility for collections and ensure no default occurs.
- If quotation is unsuccessful, ascertain reasons and diarize for another attempt later or at next renewal.
- Policy Renewals – Ensure timely and successful renewal of existing policies.
- Client Retention and servicing of existing FIS clients allocated to him/her.
- Assist clients with their claims, if required.
- Contact client’s weekly/monthly to fulfill their other insurance needs.
- Obtain and transmit feedback from clients and market information to General Manager.
- Improve insurance knowledge by reading and discussion so as to provide better service to clients.
- Participate fully in all team and company activities.
- Any other task or function required or assigned by the management/directors.
- A Bachelor's Degree in any branch followed by 3-10 years of experience with relevant 2-5 years of industry experience
- Profess Proven presentation and proposal skills
- Strong Technical Skills in insurance products.
- A proactive approach to market research and client engagement.
- Excellent negotiation skills to close deals successfully.
- interpersonal and customer-facing skills
- Ability to build strong business relations
- Familiarity with business software such as Microsoft Office, Excel, PowerPoint. CRM knowledge is a plus
- Self-motivated with the Initiative to self-learn and develop in a growing company
- Problem-solving abilities
- Professional qualifications in Sales or Marketing or Insurance qualification is plus
Position Requirements
10+ Years
work experience
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