In this position you will....
Be responsible for supporting both Sales Agents, Insurance Partners and Customers in purchasing insurance policies. Your job will require great communication, Service Mind and interpersonal skills as well as strong knowledge of insurance products.
You will be responsible for…
- Reach out to customers or insurance partners to support policy issuance, policy endorsements, and policy delivery.
- Learn details about our product and service offerings
- Address any questions or issues customers may have
- Communicate with customers to understand their requirements and need
- Offering solutions based on clients’ needs and capabilities
- Direct prospects and leads to the sales team
- Keep an updated customer database
- Update client records
For you to be successful…
We expect you to be able to demonstrate the following key competencies
Impactful
- Has a clear understanding of team’s objectives and aligns efforts to these.
- Maintains commitment to achieving goals in the face of obstacles
- Has a clear understanding of team’s objectives and aligns efforts to these.
- Seeks necessary information on which to base decisions and is comfortable recommending an approach
- Focused on objectives and identifies activities and key results required to meet them
Customer focus
- Demonstrates a customer centric mindset by prioritizing customer needs and addressing concerns with a sense of urgency
- Understands the role and importance of using customer data to make decisions
- Aware of the benefits of offering different service solutions to a diversity of customers and helps support adoption
- Actively seeks to understand customer feedback and needs and uses this in decision making and solutioning
- Responds quickly and effectively to new customer ideas and request.
- Uses feedback and data to provide examples to improve internal processes and services to clients
Collaborative
- Co-operates with team members to resolve problems and achieve goals
- Listens, encourages, and is respectful of others when working together
- Offers support and contributes to the delivery of shared goals. Displays loyalty and trust to team.
- Builds diverse networks and cooperative key working relationships to work in partnership with others
Communication
- Communicates clearly and actively listens to others
- Provides others with information they need in a timely manner
- Communication is specific and fact based using a style appropriate for the audience
You will require the following qualifications and skills
- Ability and willingness to learn about products and services specifications and benefits
- Patient and friendly personality
- Team player
- Good time-management skills
- Great interpersonal, communication, presentation and negotiation skills
- Good negotiation skills
- Vocational education certificate
- 3-year experience in customer services.
- Proficiency in MS Office
- Having negotiation, interpersonal skills, and sales oriented.
- Polite, friendly, and able to work under pressure.
- Having insurance broker company experience, telemarketing experience, or an insurance broker license would be required.
