Insurance Consultant

4 days ago

Quezon City, National Capital Region, Philippines Uni-Vanguard Insurance Agency Inc. Full time ₱800,000 - ₱1,200,000 per year

GENERAL RESPONSIBILITIES:

The Insurance Consultant for Other Lines is responsible for promoting, selling, and managing various non-life and specialty insurance products. He/she must possess in-depth knowledge of multiple insurance lines including bonds, marine insurance, fire and property insurance, CTPL, CARI, inland marine, pet insurance, personal accident, and health insurance. The consultant is expected to handle client inquiries, manage large accounts, and provide tailored insurance solutions to meet the diverse needs of customers.

Sales and Business Development

  • Promote and sell various insurance products such as Bonds, Marine, CTPL, Fire, Property, CARI, Inland Marine, Pet Insurance, Personal Accident, and Health Insurance.
  • Find new clients and build strong business relationships.
  • Answer questions from clients and explain insurance options clearly.
  • Create and give presentations to explain products to clients.
  • Maintain good relationships with current clients to keep them satisfied and loyal.
  • Achieve sales targets set by the company.

Customer Relationship Management

  • Be the main contact for clients with questions or concerns.
  • Provide excellent service, even after a sale is made.
  • Build a network of possible clients and business contacts.

Lead Generation and Prospecting

  • Research industries and people who might need insurance services.
  • Contact new leads through phone, email, or messages.
  • Post about new leads and updates on social media.

Client Meetings and Coordination

  • Attend meetings with new or existing clients when scheduled.
  • Discuss business opportunities and client needs.
  • Take notes during meetings and share updates with the team.

Business Development Strategy

  • Study the market and competitors to find ways to grow the business.
  • Help improve and update sales strategies based on research and client feedback.

Follow-up and Reporting

  • Follow up on insurance quotes with clients and providers.
  • Share meeting results and next steps with agents from other departments.
  • Make regular reports on sales, leads, and progress.

Product Knowledge and Training

  • Stay informed about product changes, market trends, and new insurance offerings.
  • Join training or workshops to improve knowledge and skills.

Administrative Support

  • Help prepare insurance proposals, reports, and other documents.
  • Assist with some underwriting tasks when needed.
  • Keep records of all transactions and updates in an organized manner.

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