Job Description
Education: College graduate in business, marketing, finance, or a related field.
Sales skills: Ability to find clients, explain products clearly, negotiate, and close sales.
Communication skills: Strong verbal and written communication and good customer service.
Knowledge of insurance: Understanding of medical, life, health, property, or other insurance products.
Customer relationship skills: Ability to build trust and maintain long-term client relationships.
Computer skills: Familiarity with CRM systems, Microsoft Office, and online communication tools.
Experience: Insurance industry work background
Personal qualities: Self-motiva
ted, target-driven, trustworthy, organized, and resilient.
Responsibilities
Identify and approach prospective clients through calls, meetings, referrals, and networking activities.
Assess customer insurance needs and recommend suitable products and coverage options.
Explain policy terms, benefits, exclusions, premiums, and claims processes clearly to clients.
Prepare quotations, proposals, and policy documentation accurately and on time.
Follow up on leads, renewals, and existing client accounts to maintain strong relationships.
Meet or exceed monthly and quarterly sales targets set by management.
Maintain accurate records of customer interactions, applications, and sales activities.
Coordinate with underwriting and claims teams to support policy issuance and client concerns.
