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Job Description
- Understanding the prospect/client's business and risk exposures.
- Conducting Insurance Program reviews and identifying gaps.
- Assisting the prospect/client in filling up detailed risk questionnaires and explaining coverage terms to them.
- Making comparison of the terms in the quotations received from the various insurance companies.
- Manage pipeline of key customers to meet and exceed growth goals and objectives
- Effectively manage daily, weekly and monthly goals and tracking responsibilities
- Work with underwriting to evaluate, price and propose rate and strategy on small to large market voluntary/worksite business including disability income protection, universal life, accident, hospital indemnity, critical illness and term life
- Meeting the prospect/client with the recommendation of cover.
- Cross verification of the policy terms and conditions.
- Should have excellent communication skills. You should be proactive and solution oriented and be ambitious to accelerate your career growth.
- Managing overall operations in an insurance setting.
- Reviewing company performance to identify areas where individual employees and entire departments can improve their efficiency.
- Connecting specifically with insurance agents to ensure that employees communicating personally with policyholders represent the company in the best light.
- Managing collected data and creating user-friendly reports that can help executives identify company progress, regression, and any fluctuations in output.
Job Requirements
- Business management. The ability to coordinate insurance company operations to continually accomplish goals, expand service portfolios, and assist policyholders.
- Interpersonal communication. The ability to correspond effectively with all insurance agents, claims investigators, brokers, appraisers, executives, and other team members.
- Problem-solving. The ability to creatively solve problems between team members, or between insurance agents and clients, before they escalate.
- Technological proficiency. The ability to efficiently operate all necessary pieces of technology in an insurance workplace, including computers, tablets, phones, communication tools, and any online platforms or resources.
- Organization. The ability to appropriately manage insurance organization teams and resources for the best possible applications.
- Insurance sales. The ability to market the services of your insurance programs, exercising self-confidence to find success in all sales positions.
- Data analysis. The ability to collect, analyze, and present data to executives in a way that they can understand and learn from.
