Policy Sales Representative
5 days ago
We are seeking a skilled Policy Sales Representative to join our team in Abu Dhabi, UAE. As a Policy Sales Representative, you will be responsible for selling insurance policies to clients, providing advice on coverage options, and maintaining positive customer relationships. This position requires strong interpersonal skills, knowledge of insurance products, and the ability to meet sales targets.
Key Responsibilities:
- Sales and Marketing: Identify prospective clients and generate leads through various channels, such as referrals, networking, and cold calling. Conduct sales presentations and promote insurance products to potential customers. Actively work towards achieving sales targets and revenue goals.
- Policy Analysis: Understand clients' insurance needs and provide tailored advice on coverage options, policy features, and premiums. Analyze clients' risk profiles and recommend appropriate insurance solutions to meet their specific requirements.
- Underwriting: Collect and review clients' information, complete insurance applications, and facilitate the underwriting process. Ensure accurate and complete documentation for policy issuance. Collaborate with underwriters to address any concerns or inquiries related to policy approvals.
- Customer Service: Build and maintain strong relationships with clients, providing ongoing customer support and assistance. Address client inquiries, resolve issues, and handle policy changes or claims-related matters promptly and professionally.
Requirements:
- High school diploma or equivalent
- Bachelor's degree in business, finance, or a related field (advantageous)
- Proven experience as a Policy Sales Representative or in a similar sales role within the finance, banking, or insurance industry
- Excellent communication and interpersonal skills
- Strong sales and negotiation skills
- Knowledge of insurance products, coverage options, and underwriting processes
- Customer-focused approach
- Ability to work independently and prioritize tasks
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