Key Responsibilities
- : Understanding client's risk profile and insurance requirements.
- : Researching products from various insurers and negotiating terms/premiums for the best deals.
- : Arranging cover, processing applications, handling renewals, and making policy amendments.
- : Acting as a liaison, explaining policies, and assisting with claims.
- : Building and maintaining client relationships, finding new clients, and meeting sales targets.
- : Maintaining records, preparing reports, and staying updated on regulations.
Essential Skills & Qualifications
- : Excellent at explaining complex info and building rapport.
- : To secure favorable terms with insurers.
- : For risk assessment and policy accuracy.
- : In-depth understanding of insurance products.
- : Ability to meet targets.
- : Often a Bachelor's in Finance/Business or relevant experience.
- : A valid insurance license or willingness to obtain one.
