Insurance Sales Executive

Job Summary:

As an Insurance Sales Representative, you will be responsible for generating new business by prospecting, qualifying leads, and selling suitable general insurance policies to clients. You will work closely with clients to assess their insurance needs, provide advice on coverage options, and provide ongoing support and service to ensure customer satisfaction.

Key Responsibilities:

·        Introduce new business to the company directly or through a registered broker.

·        Qualify leads and set up appointments to meet with potential clients.

·        Issue quotes, maintain client records, prepare reports, and answer client questions about insurance policies.

·        Assess clients' insurance needs and provide advice on coverage options, including policy features, pricing, and benefits.

·        Sell insurance policies to clients and assist them in selecting the best coverage for their needs.

·        Develop and maintain relationships with clients to ensure customer satisfaction and maximize revenue growth.

·        Follow up with clients to provide ongoing support and service, including policy renewals and claims processing.

·        Meet or exceed sales targets and quotas and maintain accurate sales records.

·        Keep up to date with industry trends and regulations to ensure compliance with applicable laws and regulations governing insurance sales.

·        Utilize sales tools and technologies to manage customer information, track sales activity, and optimize sales processes.

·        Prepare sales forecasts and reports for senior management and participate in sales meetings and planning sessions.

·        Ensure compliance with all company policies and procedures, as well as applicable laws and regulations governing insurance sales.

·        Experience with sales tools and technologies, such as CRM software and sales automation tools.