Sales Executive - Insurance at JardineHR Consultants

Key Responsibilities

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Assess the client's risk and advice accordingly on the best policy option.
• Review proposal forms and advise clients accordingly.
• Coordinate with underwriters to ensure policy documents get to clients on time.
• Maintain high standards of customer service
• Liaise with assigned clients on issues relating to their policies.
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients within the shortest time possible.
• Update  client details in the CRM

Key Skills & Qualifications

• Diploma in Insurance.
• A minimum of 2 years experience in insurance sales
• Mandatory C.O.P certification
• Excellent data management skills and proficiency in the use of MS Office applications
• Results oriented and self-driven with a proven performance track record