Identify and acquire new clients to achieve individual sales targets.
Conduct outbound telesales and cold calls to engage potential customers.
Build and maintain a pipeline of prospects through proactive outreach and regular follow-ups.
Sales & Broking Support
Assist sales and broking managers in processing insurance sales and broking activities.
Negotiate renewal terms and mid-term policy adjustments for assigned accounts.
Coordinate with internal departments (Claims, Accounting, Operations) to ensure seamless client servicing.
Client Consultation & Service
Handle client inquiries and provide basic consultation on insurance products and risk management solutions.
Advise clients on risk exposures, coverage options, and contract-related issues to ensure high-quality service and effective resolution of client needs.
Compliance & Record Management
Maintain accurate records of sales activities and client interactions.
Ensure adherence to internal procedures related to sales and client management.
Other Responsibilities
Perform other tasks as assigned by Line Manager
Qualifications
Open to candidates with up to 2 years of experience.
Background knowledge in insurance, market dynamics, and products is preferred.
Results-driven, client-focused, and innovative mindset.
Hardworking, proactive, and adaptable in business approach.
Proficient in Microsoft Office (Word, Excel, PowerPoint); capable of preparing reports, analyzing data, and creating presentation slides.
