Insurance Agent
2 weeks ago
Hybrid - Makati No Exp Required Bachelor Full-time
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Job DescriptionWork-Life BalanceFlexible Hours
DescriptionWe are seeking a dynamic, customer-focused Insurance Agent to join our team. The ideal candidate will have a passion for helping clients find the best insurance products for their needs and an ability to build long-lasting relationships. As an Insurance Agent, you will be responsible for generating new business, managing existing accounts, and providing exceptional customer service in a fast-paced environment. If you are goal-driven, detail-oriented, and eager to help individuals and businesses secure their future, we would love to meet you
Key Responsibilities
- Sales and New Business Development
- Prospect and generate leads through various channels (cold calling, networking, referrals, and marketing campaigns).
- Identify customer needs and recommend appropriate insurance products (auto, home, life, health, etc.).
- Present quotes, explain coverage options, and guide clients in making informed decisions.
- Meet and exceed sales targets and performance goals.
- Client Relationship Management
- Develop and maintain long-term relationships with clients to foster loyalty and repeat business.
- Provide personalized insurance advice and recommendations based on individual or business needs.
- Conduct regular policy reviews with clients to ensure they have the proper coverage as their needs change.
- Customer Service & Claims Assistance
- Assist clients with policy changes, billing inquiries, and claim submissions.
- Act as a point of contact for clients who need to file claims or have questions regarding their coverage.
- Ensure timely and accurate processing of claims to provide seamless customer experiences.
- Administrative Duties
- Maintain accurate records of all customer interactions, transactions, and policy details using CRM software.
- Stay up-to-date with product knowledge, insurance regulations, and market trends.
- Process policy applications, endorsements, renewals, and cancellations.
Note: Other Benefits will be discussed during interview
Requirements- Education & Experience
- High school diploma or equivalent (Bachelor's degree preferred).
- Previous experience in sales, customer service, or a related field is a plus.
- Insurance licensing (required or willing to obtain prior to employment).
- Excellent communication and interpersonal skills.
- Strong sales abilities and a proven track record of meeting or exceeding goals.
- Problem-solving skills and the ability to think on your feet.
- Detail-oriented with a strong ability to manage multiple tasks simultaneously.
- Ability to work independently and as part of a team.
- Technical Skills
- Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM software.
- Familiarity with insurance industry software and tools is a plus.
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