Insurance Relationship Manager – Business Development
November 22, 2024 11:00 pm
Key Responsibilities
- Prospect and generate leads through various channels such as cold calling, networking, and referrals.
- Conduct thorough needs assessments and recommend suitable insurance products to clients based on their individual requirements.
- Explain policy features, benefits, and coverage details to clients, ensuring they have a clear understanding of their insurance options.
- Maintain a strong understanding of insurance products, industry trends, and regulatory requirements.
- Meet or exceed sales targets and performance metrics set by the company.
- Collaborate with team members and other departments (UW, Claims, Finance, Compliance) to optimize sales strategies and achieve company goals.
Qualifications & Experience
- Minimum Bachelor’s degree in Business, Finance, Insurance, or equivalent.
- At least 5 to 7 years of experience in insurance sales, client relationship management, or account management, ideally in a Retail & SME insurance environment.
- Proven track record of managing high-value client accounts, with experience in building and maintaining long-term relationships with corporate or high-net-worth clients.
- Experience in insurance product lines (such as motor, home, health, travel, pleasure craft, and SME insurance) to effectively address client needs and recommend relevant products.
Other Prerequisites
- Strong sales, negotiation, and closing skills.
- Strong analytical skills.
- Problem-solving ability.
- Excellent communication and interpersonal skills.
- Ability to build and maintain relationships with clients and colleagues.
- Self-motivated and results-driven with a strong work ethic.
- Detail-oriented with excellent organizational and time management skills.
- High level of integrity and professionalism.
Contact
Human Capital Department