Job Summary

Lead teams of insurance sales agents towards meeting or exceeding their sales goals. Passionate about educating themselves and their team members on business strategies in a manner that ensures achievement of set business targets

Key tasks and responsibilities

• Sell and promote the Company’s General Insurance products to potential and existing clients.
• Seek leads and develop clientele through networking so as to find new and potential customers
• Contact potential clients and making presentations to prospective clients.
• Present proposals and requests for insurance to the Company’s underwriters for quotations and promptly communicate the terms to the clients
• Follow up on quotations to close business and obtain feedback from clients
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
• Submit duly completed proposal forms to the Company and obtain confirmation binding cover
• Deliver insurance documents such as policy documents, motor certificates, endorsements to the client and explain the policy terms and conditions.
• Maintain regular contact with the clients to nurture the relationship between the Company and our customers
• Follow up policy renewals to retain the business
• Report clients claims to the Company and follow up on claims documentation from the client
• Follow up the claim with the Company and provide information to the client regarding the claim and ensure that the claim is settled expeditiously.
• Forward customer queries and complaints to the Company and ensure the same are addressed.
• Identify customer needs and present them to the Company.
• Obtain information on activities in the market and advise the Company on business opportunities and threats.
• Maintain a record of all business acquired and prospective clients.

Qualifications and experience

• University degree in Marketing or related field
• Sales and Marketing Qualification
• Minimum of 5 years of experience

Skills and competencies

• Good communication and negotiating skills
• Good interpersonal skills
• Leadership skills
• Thorough understanding of policy covers/wordings and their interpretation as pertaining to claims