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Insurance Sales Agent
6mo
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Center for Strategy and Management Ltd
Kenya, Nairobi
Fulltime
Reporting Line: General Manager, Finance and Operations
Employment Type: Performance based contract
Basic Salary: Kshs 30,000 retainer plus commission based on sales
INTRODUCTION
Our client, a fast growing insurance agency, is currently searching for a highly-analytical and professional Insurance Agent to join the team. If you’re a talented and sales-minded professional with a passion for the insurance industry, then this is for you. Your chief goal as an Insurance Agent will be to generate new business by contacting potential customers and building lasting relationships.
PRINCIPAL RESPONSIBILITIES:
Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
Contact potential clients and create rapport by networking, cold calling, using referrals etc
Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
Collect information from clients on their risk profiles in order to offer them the proper solution
Retain continuous awareness of transactions, sales and terms and keep relative records
Check insurance claims to solidify trust and safeguard reputation
Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage
Deliver approved policies to new clients and explain benefits and risks of the policy
Re-assess the policy needs of existing clients after life-changing events
Fill-out and submit applications, issue quotes, maintain client records and prepare reports
Keep abreast of industry and market trends and best practices
Maintain financial and operational records and general office duties
Reach the business targets on revenue, claims ratios, number of customers etc
QUALIFICATIONS AND SKILLS
Degree in Finance, Actuarial, Business or similar relevant fields
Proven 3 years of previous working experience as an Insurance Agent
Excellent communication and presentation skills
Resilient spirit and a persistent nature
Proven experience in networking, delivering client-focused solutions and in creating long-lasting relationships
Well organized with time great management abilities
Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
Ability to work with computers and understand and interpret standard statistical findings
Good working knowledge of Microsoft Office tools
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