Core Responsibilities
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:
Solid 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 skilled 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.