- Client Consultation: Assess individual or business needs to recommend suitable insurance policies.
- Policy Administration: Process applications, renewals, endorsements, and policy updates.
- Claims Handling: Review and process insurance claims to ensure accuracy and mutual satisfaction.
- Sales and Networking: Generate new leads, build client relationships, and achieve targets.
- Compliance: Ensure all documentation and business practices follow government regulations and company policies.
Key Skills
- Communication: Clear verbal and written skills to explain complex policy terms.
- Analytical Skills: Ability to evaluate risk levels and review financial documents.
- Negotiation: Skill in securing favorable rates and coverage terms with underwriters.
- Organization:
Strong time-management to track renewals, claims, and records.
Qualifications
- Education: A high school diploma or a bachelor's degree in business, finance, or a related field.
- Licensing: Relevant regional insurance licenses or qualified certifications (such as local regulatory or CII Certificates) depending on the jurisdiction.
- Experience: Prior experience in sales, customer service, or motor insurance documentation is often preferred.