Job description

Role & responsibilities

Lead Conversion:

- Proactively engage with leads generated through various channels, including but not limited to, digital marketing, referrals, and walk-ins.

- Build and nurture strong relationships with potential clients to understand their insurance needs and provide customized solutions.

- Present and explain insurance products effectively, addressing any concerns and objections to facilitate lead conversion.

- Collaborate with the sales and marketing teams to implement strategies for lead generation and conversion.

Insurance Policy Issuance:

- Guide clients through the application and underwriting process, ensuring all necessary documentation is completed accurately and efficiently.

- Collaborate with underwriting and processing teams to expedite policy issuance while maintaining a high standard of accuracy.

- Keep clients informed about the status of their applications and provide timely updates throughout the issuance process.

Customer Service:

Serve as a primary point of contact for existing clients, addressing inquiries, concerns, and policy-related questions promptly and professionally.

Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, and explore opportunities for upselling or cross-selling.

Collaborate with the customer service team to enhance overall customer experience and resolve issues in a timely manner.

Relationship Building:

- Develop and maintain strong relationships with clients to foster long-term loyalty and retention.

- Attend networking events, conferences, and other industry gatherings to expand the company's network and generate potential leads.

- Actively seek feedback from clients to improve service delivery and contribute to the continuous improvement of our products and processes.

Preferred candidate profile

- Excellent communication and interpersonal skills.

- Strong negotiation and persuasion abilities.

- Knowledge of insurance products and underwriting processes.

- Customer-centric approach with a focus on delivering exceptional service