Understanding the prospect/client’s business and risk exposures.
Conducting Insurance Program reviews and identifying gaps.
Assisting the prospect/client in filling up detailed risk questionnaires and explaining coverage terms to them.
Making comparison of the terms in the quotations received from the various insurance companies.
Manage pipeline of key customers to meet and exceed growth goals and objectives
Effectively manage daily, weekly and monthly goals and tracking responsibilities
Work with underwriting to evaluate, price and propose rate and strategy on small to large market voluntary/worksite business including disability income protection, universal life, accident, hospital indemnity, critical illness and term life
Meeting the prospect/client with the recommendation of cover.
Cross verification of the policy terms and conditions.
Should have excellent communication skills. You should be proactive and solution oriented and be ambitious to accelerate your career growth.
Managing overall operations in an insurance setting.
Reviewing company performance to identify areas where individual employees and entire departments can improve their efficiency.
Connecting specifically with insurance agents to ensure that employees communicating personally with policyholders represent the company in the best light.
Managing collected data and creating user-friendly reports that can help executives identify company progress, regression, and any fluctuations in output.
Business management. The ability to coordinate insurance company operations to continually accomplish goals, expand service portfolios, and assist policyholders.
Interpersonal communication. The ability to correspond effectively with all insurance agents, claims investigators, brokers, appraisers, executives, and other team members.
Problem-solving. The ability to creatively solve problems between team members, or between insurance agents and clients, before they escalate.
Technological proficiency. The ability to efficiently operate all necessary pieces of technology in an insurance workplace, including computers, tablets, phones, communication tools, and any online platforms or resources.
Organization. The ability to appropriately manage insurance organization teams and resources for the best possible applications.
Insurance sales. The ability to market the services of your insurance programs, exercising self-confidence to find success in all sales positions.
Data analysis. The ability to collect, analyze, and present data to executives in a way that they can understand and learn from.