Key Duties & Responsibilities Client Advisory & Support: Handle incoming customer inquiries, professionally guide clients in selecting suitable insurance plans based on their needs, and clearly explain policy features, benefits, exclusions, and renewal processes.
Lead Generation & Sales: Drive business growth by generating leads through active calling, references, and assisting walk-in clients to achieve monthly sales and business targets.
Partner Coordination: Coordinate directly with insurance companies to secure quotations, facilitate policy issuance, and provide claims support.
Relationship Management: Maintain strong long-term relationships with new and existing customers, ensuring prompt after-sales support.
Operations & Renewals: Follow up diligently with clients for policy renewals and pending documentation while maintaining accurate records of interactions and policy details.
Good Working Environment.
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