About the Role
The ideal candidate will support customers in choosing appropriate insurance products, deliver accurate information, and contribute to team goals through consistent performance and collaboration.
Responsibilities
- Assist clients in evaluating insurance needs and selecting suitable coverage options
- Maintain up-to-date knowledge of available insurance products and policy terms
- Respond promptly to customer inquiries via phone, email, and in-person interactions
- Build and maintain strong relationships with new and existing clients
- Meet or exceed monthly sales and service targets
- Process applications and ensure accurate documentation submission
- Explain policy details, benefits, and exclusions clearly to clients
- Identify opportunities for policy upgrades or additional coverage
- Coordinate with underwriting and claims departments as needed
- Follow up on pending cases to ensure timely resolution
- Stay compliant with industry regulations and company policies
- Participate in team meetings and performance reviews
- Attend training sessions to enhance product and sales knowledge
- Use CRM tools to track client interactions and sales activities
- Support marketing initiatives by providing client feedback
- Handle client concerns and escalate when necessary
- Maintain confidentiality of client information
- Contribute to team goals through shared best practices
- Generate new leads through referrals and outreach
- Provide regular updates on sales progress to supervisors
- Ensure all sales processes follow regulatory guidelines
- Assist in onboarding new team members when required
- Monitor policy renewals and initiate client contact
- Report key performance metrics to management
- Adapt communication style to suit diverse client needs
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid
Team
Collaborative team environment with cross-functional support
Why Join Us
- Opportunities for career advancement based on performance
- Comprehensive benefits package including health and retirement plans
- Supportive culture that values integrity and accountability
- Ongoing training and professional growth resources
- Recognition programs for top performers
Work Environment
- Modern office with collaborative workspaces
- Flexible scheduling within core business hours
- Hybrid model combining remote and in-office work
- Low turnover and stable team structure
- Emphasis on work-life balance
Not available
