To achieve new business sales targets for the number of customers as well as the line
of business sales to customers brought in.
- To develop technical skills and product knowledge for each line of business in general
and life insurance. - Develop strong internal relationships with the support team as the role will be
supported by the underwriting and operations team for client quotations,
endorsements, claims. - Coordinating with Insurance Companies by building strong relationships with senior
level insurance company executives for escalations and further quote negotiations. - Submission of Quotes to customers and follow up with them by way of meetings,
phone and email for query resolution and closure. - Supporting the preparation of Pre-Sales Proposals for new business sales
presentations, client servicing presentations and reports - Responsible for filing & documentation of all client files with relevant information
- Resolving &/or escalating client queries in a timely manner as per established TATs.