
Insurance Portfolio Developer
4 days ago
This role involves managing insurance accounts and working with customers to meet their needs.
Key Responsibilities:- Collaborate with the team on call flow management and customer inquiries.
- Successfully close 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 and provide advice.
- Support the team in executing targeted campaigns to boost sales.
- Build strong relationships with customers by anticipating their needs 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 your work to ensure high accuracy and quality.
- Respond promptly and professionally to customer requests and enquiries.
- Work cooperatively within the team to ensure all customer needs are met.
- Contribute to meeting team targets.
- Preferably have a background in sales or customer service.
- Minimum of 1 year's relevant insurance experience.
- Compliance with Central Bank Minimum Competency Requirements, APA qualification at minimum, with willingness to pursue further certifications.
- Ability to thrive in a fast-paced environment.
- Strong IT skills; knowledge of Relay/Applied is an advantage.
- Positive attitude with openness to change.
- Ability to prioritise workload effectively.
- Highly organised with strong time and resource management skills.
- Committed to continuous professional development.
- Sales-driven and energized by a fast-paced sales environment.
- Customer-focused, putting the customer first.
- Demonstrates strong product knowledge.
- Time Management
- Communication
- Teamwork
The successful candidate will receive a competitive package including benefits.
Job Details:- Seniority level: Entry level
- Employment type: Full-time
- Job function: Sales and Business Development
- Industries: Marketing Services
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