Insurance Specialist
7 days ago
Responsibilities
Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Report the progress of monthly/quarterly initiatives to stakeholders
Maintain bookkeeping systems, database and records
Monitor insurance claims to ensure mutual satisfaction
Achieve customer acquisition and revenue growth objectives
Constantly update job knowledge and learn about new products and services
Fulfill all policy requirements
Requirements and skills
Proven working experience as an Insurance Agent or relevant experience
Familiarity with all types of insurance plans
Basic computer knowledge and statistical analysis
Proven ability to work with goals
Demonstrated ability to communicate, present, influence and sell effectively
Experience in delivering client-focused solutions and in creating long-lasting relationships
High school or BS degree
Working days: Monday to Friday ( 8:30 am to 6.30 pm), Saturday (9.30 am to 5.30pm)
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