Relationship Officer / Team Manager (Sales Consultant)

Job brief

We are looking for a competitive insurance agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.

The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.

Responsibilities

• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc

• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

• Work with clients to deliver risk management strategies that fit their risk profiles

• Monitor insurance claims to ensure mutual satisfaction

• Achieve customer acquisition and revenue growth objectives

• Constantly update job knowledge and learn about new products and services

• Fulfill all policy requirements