
Chief Insurance Expert
17 hours ago
We are seeking a highly skilled Insurance Specialist to join our team.
The successful candidate will be responsible for managing and selling insurance products to clients through various channels. This includes providing expertise in insurance solutions, assisting clients in choosing appropriate insurance policies, and ensuring compliance with regulatory standards.
Sales and Business Development:
- Work closely with Relationship Managers (RMs) on driving the insurance business.
- Promote and sell insurance products to existing and potential customers through RMs.
- Achieve sales targets and contribute to the Line of Business (LOB) overall targets with self and team.
- Develop new business opportunities through networking and referrals.
Client Consultation:
- Assess clients' insurance needs and provide suitable recommendations.
- Explain insurance policies and coverage options to clients clearly and effectively.
- Assist clients with the application process and ensure proper documentation.
Customer Service:
- Provide exceptional customer service and support to clients regarding their insurance policies.
- Address client inquiries and resolve any issues or concerns related to insurance products.
- Conduct regular follow-ups with clients to ensure satisfaction and retention.
Compliance and Documentation:
- Ensure all insurance transactions comply with company regulations and policies.
- Maintain accurate records of sales and client interactions in the company system.
- Stay updated with changes in insurance laws and regulations.
Qualifications and Experience:
- Bachelor's degree in finance, business administration, or a related field.
- Proven experience in sales, preferably in the banking or insurance industry.
- Strong knowledge of insurance products and services.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Key Responsibilities:
- Minimum 5 years' experience in life insurance sector.
- Fresher candidates will be considered only from insurance institutes.
Work Environment:
- Full-time position, typically within standard office hours.
- May require occasional travel outside the present location to meet clients or attend training sessions.
This role offers a challenging and rewarding opportunity for a motivated individual to excel in the insurance industry. If you have the required skills and qualifications, please apply for this exciting opportunity.
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