
Insurance Portfolio Manager
7 days ago
Job Overview:
This role involves interacting with various stakeholders, including customers, partners, and agents to address their queries and requirements.
Key Responsibilities:
- Attend calls from customers and deal with their queries and requirements.
- Gather sales information and present it in a clear and concise format.
- Follow up with customers to ensure they are satisfied with the provided products.
- Monitor sales persons' progress towards achieving sales goals.
- Provide necessary data and reports to the sales team.
- Manage sales reports and support the sales team throughout the pre- and post-sales process.
- Issue quotations to partners and agents.
- Policy issuance.
- Have in-depth knowledge of insurance products.
- Be proficient with insurance portals and systems.
- Experience in partner onboarding and activation.
- Strong communication and coordination skills.
- Maintain daily MIS and data entry.
- Coordinate with insurance companies for servicing-related activities.
- Handle renewal targets for the entire insurance team.
Required Skills and Qualifications:
- Insurance product knowledge.
- Proficiency with insurance portals and systems.
- Excellent communication and coordination skills.
Benefits:
The successful candidate will enjoy a dynamic and challenging work environment, opportunities for growth and development, and a competitive compensation package.
Other Information:
We are committed to diversity and inclusion in our hiring practices. If you have any special needs or requirements, please let us know so that we can accommodate your needs.
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