We are seeking a highly motivated and results-driven professional to join our sales team as an Insurance Account Executive.
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As an Insurance Account Executive, you will play a key role in driving sales growth and delivering exceptional customer service.
Key Responsibilities:
* Collaborate with the team on call flows and volume management.
* Handle web enquiries and client questions, successfully closing sales across a range of products.
* Guide customers through the sales journey, clearly communicating product benefits and cover options.
* Make outbound calls to prospective customers to promote products, provide advice, and close sales.
* Support the team manager in executing targeted campaigns to boost sales.
Customer Relationship Management:
* Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments.
* Resolve any queries or issues customers may have regarding quotes or policy details.
Customer Service:
* Maintain a professional image and deliver service that meets company standards.
* Take ownership of your work to ensure the highest accuracy and quality.
* Respond promptly and professionally to requests and enquiries from customers, colleagues, and management.
Team Collaboration:
* Work cooperatively within the team to ensure all customer needs are met.
* Contribute to meeting monthly and annual team targets.
Compliance:
* Partner with the team manager and compliance department to ensure all file records meet required standards.
Requirements:
* Preferably have a background in sales or customer service.
* Minimum of one year's relevant insurance experience.
* Compliance with Central Bank Minimum Competency Requirements, APA qualification at minimum, with willingness to pursue further certifications.
* Enthusiastic and adaptable to change.
* Ability to thrive in a fast-paced environment.
* Strong IT skills; knowledge of Relay/Applied is an advantage.
Person Specification:
* Positive attitude with openness to rapid changes as the company evolves digitally.
* Ability to prioritise workloads effectively and adapt to unexpected challenges.
* Highly organised with strong time and resource management skills.
* Committed to continuous professional development.
* Sales-driven and energized by a fast-paced sales environment.
* Customer-focused, always putting the customer first in line with company culture.
* Demonstrates strong product and technical knowledge, with eagerness to become a product expert.