Sales and Business Development:
Promote and sell insurance products
Meet or exceed sales targets set by the branch or regional management.
Generate leads through cold calling, referrals, and field visits.
Customer Relationship Management:
Build and maintain relationships with existing and potential clients.
Understand client needs and recommend suitable insurance plans.
Provide post-sale support and handle queries or complaints.
Operational Duties:
Assist with policy documentation, premium collection, and coordination with underwriters.
Maintain records of sales and customer interactions.
Ensure compliance with company and regulatory standards.
Team Collaboration:
Coordinate with branch staff and underwriters to ensure smooth processing.
Report daily/weekly/monthly sales activities to superiors.
Market Research and Feedback:
Stay informed about market trends and competitor products.
Provide feedback to improve product offerings and services.