Insurance Sales Representative at Stima Sacco

The job holder will be responsible for designing and implementing effective marketing strategies geared towards bringing more insurance business for the Insurance Agency.

Key Tasks and Responsibilities

• Design and implement effective marketing strategies to sell new insurance contracts to new and existing clients
• Contact potential clients and create rapport by networking, using referrals etc
• Research and source potential clients and build long-term relationships with them
• Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
• Collect information from clients on their risk profiles in order to offer them the proper solution
• Deliver approved policies to new clients and explain benefits and risks of the policy
• Submit client applications, issue quotes, maintain client records and prepare reports
• Check insurance claims to solidify trust and safeguard reputation
• Retain continuous awareness of agency transactions, sales and existing terms and keep records of the same
• Keep abreast of industry and market trends and best practices
• Conduct risk assessment for proposed and existing products.

Qualifications

• Diploma in Insurance
• Possess professional qualification such as COP
• A minimum of three (3) years working experience in the insurance Industry
• High analytical and problem-solving skills
• Demonstrate excellent report writing and presentation skills.
• High ethical standards, integrity, and professionalism
• Planning and organization skills
• Interpersonal, communication and negotiation skills
• Knowledge of the various insurance products
• Excellent Customer Experience skills