Insurance Sales Representative
2 weeks ago
JOB TITLE: Insurance Sales Representative
JOB DESCRIPTION:
- Contacts prospective clients about insurance products and policies.
- Meets with potential clients to discuss the adequacy of existing insurance coverage and related financial resources.
- Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
- Suggests modifications and updates to clients' existing insurance policies.
- Builds customized insurance policies and packages to meet clients' needs.
- Processes insurance policy renewals.
- Assists clients with filing insurance claims.
- Responsible for coordinating with clients and answering all their questions on time.
- Payment collection.
- Performs other related duties as assigned.
KEY DELIVERABLES or KPIs:
- Revenue/Profitability
- Service Quality/Compliance
- Productivity (Cases)
COMPETENCIES:
- Extensive knowledge of various insurance products and policies.
- Ability to determine the best insurance policy for individual clients.
- Excellent interpersonal and sales skills.
- Ability to identify and contact prospective clients.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office or similar software.
QUALIFICATIONS:
- Candidate must possess at least a bachelor's degree in any field.
- Preferably work in Insurance, Automotive, Banking, and Financing companies.
Mid-Senior level
Employment typeFull-time
Job functionInsurance
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