Responsibilities will be expected to be developed and finalized over time and will include, but will not be restricted to:
Acquire new clients - Make cold calls on potential clients or follow up leads; Ascertain their requirements; Collect proposals and other underwriting information; Arrange for quotations from insurance companies; Submit and Present quotations to clients; Obtain acceptance from clients and arrange immediate confirmation from insurance companies; Follow up to obtain policy documents from insurance companies; Arrange delivery of completed documents and collect payment if not already collected; Accept full responsibility for collections and ensure no default occurs.
If quotation is unsuccessful, ascertain reasons and diarize for another attempt later or at next renewal;
Policy Renewals Ensure timely and successful renewal of existing policies;
Client Retention and servicing of existing FIS clients allocated to him/her;
Assist clients with their claims, if required;
Contact client's weekly/monthly to fulfill their other insurance needs;
Obtain and transmit feedback from clients and market information to General Manager;
Improve insurance knowledge by reading and discussion so as to provide better service to clients;
Participate fully in all team and company activities;
Any other task or function required or assigned by the management/directors.
Requirements:
A Bachelor's Degree in any branch followed by 2-5 years of experience with relevant 1-3 years of industry experience
Professional qualifications in Sales or Marketing or Insurance qualification is plus
