Position: Insurance Agent
Job Profile and Description
Marketing is an important function in any industry and plays a key role in the insurance industry too.
Insurance officers direct their marketing towards offering a wide variety of products to customers according to their requirements and income.
Sales officers working independently or for particular companies present their services to customers.
Duties and Responsibilities
Job Profile and Description
Marketing is an important function in any industry and plays a key role in the insurance industry too.
Insurance officers direct their marketing towards offering a wide variety of products to customers according to their requirements and income.
Sales officers working independently or for particular companies present their services to customers.
Duties and Responsibilities
- The insurance marketing officer must think of strategies to promote his/her company and get ahead of his/her competition
- Act as a link between the management and the customers and caters to the latter’s’ demand and requirements
- Develop relations with the clients and customers and also maintain it
- Conducts internal marketing campaigns and has to accurately track activities and data
- Make effective marketing plans to meet the company targets
- File details of all the transactions and make reports
- Market new business opportunities by making submissions, which are designed to achieve the needed targets
- Attend sales meetings and maintain communication with team leader.
- Performing reconciliation between the Insurance company and the Agent.
Skills and Specifications
- The insurance marketing executive must have good communication and interpersonal skills
- He must have technical knowledge and should know the basic technical work
- He must be able to work for long hours if required
- He should have good negotiation and persuasion skills
- He must interact with customers and maintain good relations with clients
- He should be through with the various schemes of the company so that he can explain to the customer the details
Education and Qualifications
- Must have at least a Diploma in a business related field.
- Certificate of proficiency in Insurance (COP)
- Must have at least 1 year experience in insurance marketing.
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