Responsible for client acquisition, building professional relationships, and understanding their insurance needs while providing appropriate insurance solutions and products through an insurance brokerage, contributing to achieving sales objectives and growing the client portfolio.
Responsibilities:
Acquire new clients from individuals and companies and build a client database.
Communicate with clients to understand their needs and insurance requirements.
Present and explain suitable insurance products and solutions to clients.
Obtain price quotes from insurance companies, compare them, and assess the best options for clients.
Follow up with clients from the proposal stage until the completion of the sale and issuance of documentation.
Maintain strong relationships with existing clients and work on renewing their policies.
Achieve specified monthly and annual sales targets.
Monitor potential clients and update their information and the status of sales on the CRM system.
Prepare regular reports on sales and clients and sales opportunities.
Coordinate with internal departments and insurance companies to ensure service speed and quality.
Adhere to the systems, instructions, and regulations related to the insurance sector and insurance brokerage.
Skills
Good experience in sales, preferably in the insurance or insurance brokerage sector.
Good knowledge of insurance products and the operational methods of brokerage companies.
Excellent communication, negotiation, and persuasion skills.
Ability to build long-term relationships with clients.
Strong skills in client acquisition and business development.
Ability to work towards achieving sales goals and objectives.
Skills in monitoring and time management and prioritizing tasks.
Proficiency in Microsoft Office, with experience in CRM systems preferred.
Ability to work independently and as part of a team.
