Job Description

Job description

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  • Client Needs Assessment: Understand client needs, expectations, and financial goals to provide tailored insurance solutions.
  • Product Knowledge: Demonstrate a strong understanding of the company's insurance products and services.
  • Sales and Cross-Selling: Identify opportunities to cross-sell and upsell products to existing clients, contributing to revenue growth.
  • Client Retention: Ensure client satisfaction through excellent service and prompt resolution of issues, aiming for long-term client retention.
  • Business Development: Identify and pursue new business opportunities, generating leads and converting prospects into clients.
  • Sales Target Achievement: Meet or exceed individual and team sales targets.
  • Collaboration and Communication: Work effectively with internal teams, such as sales, underwriting, and claims, to ensure smooth service delivery and address client needs.
  • Market Knowledge: Stay updated on industry trends, competitor activities, and regulatory changes.
  • Problem Solving: Effectively resolve client issues and address concerns in a timely and professional manner.
  • Client Satisfaction: Actively seek feedback from clients to continuously improve service delivery and client satisfaction.
    • Skills and Qualifications:
  • Communication Skills: Excellent written and verbal communication skills to effectively interact with clients and internal teams.
  • Relationship Building: Ability to build and maintain strong relationships with clients, demonstrating empathy and understanding.
  • Problem-Solving: Strong analytical and problem-solving skills to effectively address client issues and identify business opportunities.
  • Sales Skills: Experience in sales, particularly in the insurance industry, with a focus on building long-term relationships.
  • Insurance Knowledge: Strong knowledge of insurance products and services, regulatory requirements, and market trends.
  • Negotiation Skills: Ability to negotiate effectively with clients to secure deals and ensure mutual satisfaction.
  • Customer Service Skills: Demonstrated ability to provide excellent customer service and address client concerns in a timely and professional manner.
  • Teamwork: Ability to collaborate effectively with internal teams to achieve common goals.
  • Data Analysis: Ability to analyze data and identify trends to inform business decisions and improve performance.


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