
Corporate Insurance Officer
2 days ago
Insurance Manger
Overview of the Role:
The role involves overseeing insurance operations, ensuring alignment with organizational objectives and fostering strong relationships with clients.
- Sales Generation: Develop a sales strategy to attract new clients through various lead generation activities, networking events, referrals, cold calling, and leveraging digital platforms.
- Client Consultation: Conduct thorough needs assessments to understand clients' insurance requirements and financial situations.
- Product Knowledge: Develop a comprehensive understanding of all insurance products offered by the company, including their features, benefits, and limitations.
- Customized Solutions: Recommend and sell appropriate insurance policies to meet individual and business clients' needs, ensuring they understand the coverage and terms.
- Quotation and Proposal Generation: Prepare accurate and competitive insurance quotes and proposals.
- Policy Application and Processing: Guide clients through the application process, ensuring all necessary documentation is completed accurately and submitted in a timely manner.
- Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, acting as their trusted advisor for all their insurance needs.
- Policy Servicing: Provide ongoing support to clients, including assisting with policy renewals, endorsements, and claims processes.
- Sales Targets and Reporting: Achieve and exceed sales targets as set by the organization. Maintain accurate sales records and provide regular reports on sales activities and progress.
- Industry Knowledge: Stay updated on industry trends, competitor activities, and new insurance products and regulations.
- Compliance: Adhere to all organizational policies, procedures, and regulatory requirements.
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