Responsibilities
- Own and manage a portfolio of clients across various insurance product lines
- Proactively engage with clients to review their coverage needs and ensure policy renewals
- Identify cross-selling and upselling opportunities and coordinate with the sales team
- Handle client escalations and resolve complex issues with professionalism and urgency
- Track and analyze client data to identify retention risks and growth opportunities
- Build strong, trust-based relationships that increase client lifetime value
- Prepare regular performance reports and present portfolio updates to line management
- Stay up to date with insurance products, regulations, and market trends
Qualifications & Required Skills
- 2–6 years of experience.
- Fluency in English is a must.
- Car ownership is a plus.
- Excellent communication skills.
- Excellent negotiation skills.
