Responsibilities:

Sales & Business Development:

• Identify, prospect, and acquire new retail and corporate clients.
• Convert leads to insurance policies across approved product lines.
• Meet or exceed assigned production and revenue targets.
• Support renewal, cross-selling, and upselling of existing client portfolios.

Client Relationship Management:

• Conduct client needs assessments and recommend appropriate insurance solutions.
• Maintain strong relationships with clients to ensure retention and repeat business.
• Provide accurate information on products, pricing, and policy terms.
• Address client inquiries and support resolution of service-related issues.

Marketing & Lead Generation Activities:

• Execute field marketing, direct sales, and relationship-based marketing activities.
• Participate in promotional events, corporate visits, and market activations.
• Generate and follow up on sales leads from assigned channels.
• Support implementation of sales campaigns and initiatives.

Documentation & Compliance:

• Ensure accurate completion of proposal forms and onboarding documentation.
• Support KYC compliance and timely submission of required client documents.
• Follow internal policies, underwriting guidelines, and regulatory requirements.

Reporting & Performance Tracking:

• Prepare and submit regular sales activity and production reports.
• Maintain accurate records of prospects, leads, and closed business.
• Provide market intelligence and competitor feedback to management.

Requirements:

• A minimum of 3 years of experience
• A minimum of a degree in a related field