Insurance Sales Executive
JOB REQUIREMENTS;
The purpose of this role profile is to outline the key responsibilities, tasks, and standards expected within the role detailed above. All staff are expected to act with integrity, within their limits of authority, and comply with all applicable regulations at all times. The role supports both Agent and Agency in maintaining retention targets and supporting growth while providing excellent customer service and treating customers fairly. Staff will act with due care, skill, and diligence required in their role and support the three strategic objectives of our client:
* To deliver sustainable, profitable growth
* To be a great company to do business with
* To be a great place to work
Responsibilities
General Responsibilities:
* Acquire and maintain knowledge of both the client and the clients general Insurance products, including product licenses and competencies for your role as applicable.
* Support the Branch, covering other roles as needed to maintain required levels of customer service within authority limits and to contribute to the effective and efficient running of the Branch.
* Maintain record-keeping requirements for your role in accordance with the clients standards.
* Perform other duties or projects as assigned by Agent / Senior Agent.
Prospecting:
* Research and implement sales & marketing initiatives, including any central campaigns, across all business areas to bui...