Insurance Relationship Manager

Responsibilities

• Achieve set sales targets of Gross Premium Income by up selling on the pre-designed Products;
• Manage turnaround times within the set Service level agreement (SLA) with relevant stakeholders;
• Embed the 6 steps of financial planning into the sales model;
• Identify yourself with the Customer;
• Contact with Customer;
• Gather information from Customer;
• Analyze;
• Present back to the Customer;
• Make decision;
• Contact underwriter and submit forms to obtain binder coverage;
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans;
• Confer with clients to obtain and provide information when claims are made on a policy;
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer;
• Perform administrative tasks, such as maintaining records and handling policy renewals;
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Education

• Certificate in Sales and or Marketing or local equivalent;
• Insurance qualification e.g., Regulatory Exam, COP country specific;
• COP Diploma in Sales & Marketing/ Degree in Insurance.

Experience

• 2 years experience in Sales and or Marketing in Short Term or Long Term insurance;
• Proven track record on achieving sales;
• At least two 2 years experience in delivery customer service;
• 3 years’ experience in Life and or Short-term Insurance industry in customer facing role or sales role.