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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
- Self-motivated, self-directed, mature, ambitious, intelligent, articulate and knowledgeable.
- Minimum experience of 5 years required.
- Proven ability to do consultative and concept selling
- Excellent communication skills, both written and oral, is a must.
- Ability to study and analyze an insurance contract, summarize coverage, and advise its suitability to a client
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