
Insurance Sales Specialist
2 days ago
The role of an Insurance Sales Specialist is a dynamic and challenging position that requires strong sales and customer service skills to deliver exceptional results.
Key Responsibilities:- Collaborate with the team on call flows and volume management.
- Handle web enquiries and client questions, successfully closing sales across a range of products.
- Guide customers through the sales journey, clearly communicating product benefits and cover options.
- Make outbound calls to prospective customers to promote products, provide advice, and close sales.
- Support the team in executing targeted campaigns to boost sales.
- Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments.
- Resolve any queries or issues customers may have regarding quotes or policy details.
- Maintain a professional image and deliver service that meets company standards.
- Take ownership of work to ensure accuracy and quality.
- Respond promptly and professionally to requests and enquiries from customers, colleagues, and management.
- Work cooperatively within the team to ensure all customer needs are met.
- Contribute to meeting monthly and annual targets.
- Partner with the compliance department to ensure file records meet required standards.
- Prior experience in sales or customer service.
- Minimum 1 year's relevant insurance experience.
- Compliance with Central Bank Minimum Competency Requirements, APA qualification at minimum, with willingness to pursue further certifications.
- Enthusiasm for adapting to change.
- Able to thrive in fast-paced environments.
- Strong IT skills; knowledge of Relay/Applied is an advantage.
- Positive attitude with openness to rapid changes.
- Able to prioritise workloads effectively and adapt to unexpected challenges.
- Highly organised with strong time and resource management skills.
- Committed to continuous professional development.
- Sales-driven and energized by fast-paced sales environments.
- Customer-focused, always putting the customer first.
- Demonstrates strong product and technical knowledge, with eagerness to become a product expert.
Benefits include comprehensive compensation packages, flexible working arrangements, and opportunities for growth and development.
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