Job Description
Client Relationship Management
Act as the primary point of contact for insurance brokers, building and maintaining strong, long-lasting relationships.
Sales And Growth
Identify and pursue opportunities to increase business by cross-selling and up-selling insurance products through the broker channel.
Product Expertise
Educate brokers on insurance products, helping them understand coverage details, policy changes, and rate fluctuations to better serve their clients.
Operational Support
Assist brokers with processing quotes, issuing policy renewals, and providing support for claims and policy adjustments.
Internal Coordination
Collaborate with internal teams such as underwriting and claims to ensure smooth execution of processes and address broker needs.
Compliance
Ensure that all activities comply with industry regulations and company policies.
Reporting
Prepare and present reports and proposals to both brokers and internal management to track progress and identify strategic initiatives.
Skills And Qualifications
Communication Skills:
Excellent ability to clearly explain complex information, negotiate, and build rapport with brokers.
Sales And Marketing Acumen
Aptitude for identifying business opportunities and effectively promoting insurance products.
Industry Knowledge
A strong understanding of insurance products, market trends, and regulatory requirements.
Problem-Solving Abilities
Capability to handle client inquiries, resolve issues, and provide effective solutions.
Organizational Skills
Ability to manage a portfolio of accounts, maintain accurate records, and organize work effectively.
