Responsibilities: Team Management II Lead Generation II Client Relationship
Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
Contact potential clients and create rapport by networking, cold calling, using referrals etc
Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
Collect information from clients on their risk profiles in order to offer them the proper solution
Prepare reports to shareholders on the success of your business endeavors
Retain continuous awareness of transactions, sales and terms and keep relative records
Check insurance claims to solidify trust and safeguard reputation
Frequently replenish job-specific knowledge and apply it on the field
Fulfill all company-established policy obligations • Contact potential clients and create rapport by networking, cold calling
• Collect information about clients’ risk profiles to provide the best solution
• Prepare reports to shareholders on the success of your business endeavours
• Manage and train the team to achieve the sales target
• Follow up with clients to ensure client satisfaction
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