Job Description

To achieve new business sales targets for the number of customers as well as the line
of business sales to customers brought in.

• To develop technical skills and product knowledge for each line of business in general

and life insurance. * Develop strong internal relationships with the support team as the role will be
supported by the underwriting and operations team for client quotations,
endorsements, claims. * Coordinating with Insurance Companies by building strong relationships with senior
level insurance company executives for escalations and further quote negotiations. * Submission of Quotes to customers and follow up with them by way of meetings,
phone and email for query resolution and closure. * Supporting the preparation of Pre-Sales Proposals for new business sales
presentations, client servicing presentations and reports * Responsible for filing & documentation of all client files with relevant information

• Resolving &/or escalating client queries in a timely manner as per established TATs.

Skills Required