JOB TITLE:
Sales Associate (Insurance)
JOB DESCRIPTION:
1) Contacts prospective clients about insurance products and policies.
2) Meets with potential clients to discuss the adequacy of existing insurance coverage and related financial resources.
3) Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
4) Suggests modifications and updates to clients’ existing insurance policies.
5) Builds customized insurance policies and packages to meet clients’ needs.
6) Processes insurance policy renewals.
7) Assists clients with filing insurance claims.
8) Responsible for coordinating with clients and answering all their questions on time.
9) Payment collection.
10) Performs other related duties as assigned.
KEY DELIVERABLES or KPIs:
1) Revenue/Profitability
2) Policy Issued
3) Service Quality/Compliance
4) Productivity (Cases)
COMPETENCIES:
1) Extensive knowledge of various insurance products and policies.
2) Ability to determine the best insurance policy for individual clients.
3) Excellent interpersonal and sales skills.
4) Ability to identify and contact prospective clients.
5) Excellent written and verbal communication skills.
6) Proficient in Microsoft Office or similar software.
QUALIFICATIONS:
1)Candidate must possess at least a bachelor’s degree in any field
2)Preferably work in Insurance, Automotive, Banking, and Financing companies
Job Type: Full-time
Pay: Php27,000.00 - Php35,000.00 per month
Benefits:
- Work from home
Work Location: In person
