Role Overview
Insurance Account Executive
The Insurance Account Executive is a vital role in our organization, responsible for driving sales and delivering exceptional customer service. This position requires strong communication and interpersonal skills, as well as the ability to thrive in a fast-paced environment.
Key Responsibilities:
* Collaborate with team members on call flows and call volume management
* Handle web enquiries and client questions, successfully closing sales across a broad 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 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 or exceeds 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 compliance department to ensure all file records meet the required standards.
Requirements:
* Preferably have a strong background in sales or customer service
* Minimum of 1 year's relevant insurance experience
* Compliance with Central Bank Minimum Competency Requirements, APA (Personal General Insurance) qualification at minimum, with willingness to pursue further certifications
Person Specification:
* Positive, can-do attitude with openness to rapid changes
* Ability to prioritize workloads effectively and adapt to unexpected challenges
* Highly organized with strong time and resource management skills
* Committed to continuous professional development
Benefits:
A comprehensive benefits package is included in this role.