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Job Description
Main Duties & Responsibilities:
Acquire new clients - Make cold calls on potential clients or follow up leads; Ascertain their requirements; Collect proposals and other underwriting information; Arrange for quotations from insurance companies; Submit and Present quotations to clients; Obtain acceptance from clients and arrange immediate confirmation from insurance companies; Follow up to obtain policy documents from insurance companies; Arrange delivery of completed documents and collect payment if not already collected; Accept full responsibility for collections and ensure no default occurs.
- If quotation is unsuccessful, ascertain reasons and diarize for another attempt later or at next renewal;
- Policy Renewals Ensure timely and successful renewal of existing policies;
- Client Retention and servicing of existing FIS clients allocated to him/her;
- Assist clients with their claims, if required;
- Contact client's weekly/monthly to fulfill their other insurance needs;
- Obtain and transmit feedback from clients and market information to General Manager;
- Improve insurance knowledge by reading and discussion so as to provide better service to clients;
- Participate fully in all team and company activities;
- Any other task or function required or assigned by the management/directors.
Requirements:
- A Bachelor's Degree in any branch followed by 3-10 years of experience with relevant 2-5 years of industry experience
- Profess Proven presentation and proposal skills
- Strong Technical Skills in insurance products.
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- A proactive approach to market research and client engagement.
- Excellent negotiation skills to close deals successfully.
- interpersonal and customer-facing skills
- Ability to build strong business relations
- Familiarity with business software such as Microsoft Office, Excel, PowerPoint. CRM knowledge is a plus
- Self-motivated with the Initiative to self-learn and develop in a growing company
- Problem-solving abilities
- Professional qualifications in Sales or Marketing or Insurance qualification is plus
Skills
SalesBusiness DevelopmentIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
18 Dec 25, 05:41 PM IST
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