JOB TITLE

  

INSURANCE SALES AGENT (2 POSITIONS)
NATURE OF JOB FULL TIME
INDUSTRY FINANCIAL SERVICES
SALARY KSHS.35,000 DEPENDENT ON EXPERIENCE
JOB LOCATION MOMBASA

 

INSURANCE SALES AGENTDUTIES AND RESPONSIBILITIES

Sales and Lead Generation:

  • Identify and target potential clients through various channels such as cold calling, networking, and referrals.
  • Present, promote, and sell insurance products to prospective clients, including life, health, auto, property, and commercial insurance.
  • Meet or exceed sales targets and performance metrics.
  • Build and maintain relationships with new and existing clients.

Client Needs Assessment:

  • Assess clients’ needs and recommend appropriate insurance policies.
  • Conduct in-depth consultations with clients to explain coverage options and benefits.
  • Analyze risk factors and tailor insurance solutions based on client requirements.
  • Policy Management:
  • Prepare quotes and assist clients in understanding policy terms, conditions, and exclusions.
  • Ensure clients are aware of policy renewal dates and assist with the renewal process.
  • Manage the policy issuance and ensure accurate documentation is processed.

Customer Service:

  • Provide excellent customer service by addressing client inquiries, resolving concerns, and following up on claims or policy changes.
  • Handle client claims with professionalism and work with the claims department for resolution.
  • Maintain long-term relationships with clients to encourage repeat business and referrals.

Market Research and Product Knowledge:

  • Stay updated on industry trends, market conditions, and competitors to remain competitive.
  • Continuously educate yourself about new products, insurance regulations, and underwriting guidelines.

 Administrative Duties:

  • Maintain accurate records of sales activities, client interactions, and policy updates.
  • Meet or exceed required administrative deadlines and ensure compliance with company policies and regulations.
  • Collaborate with underwriters, brokers, and other staff to ensure smooth operations.

INSURANCE SALES AGENT KEY REQUIREMENT SKILLS AND QUALIFICATION

  • Diploma/Degree in any field
  • At least 2 years proven experience in sales, with a focus on insurance or financial products
  • Insurance Certificate of Proficiency (COP).
  • Strong understanding of insurance products, industry standards, and regulations
  • Excellent communication, interpersonal, and negotiation skills
  • Ability to build and maintain relationships with clients
  • Proficient in using CRM software and Microsoft Office Suite

 

HOW TO APPLY INSURANCE SALES AGENT ROLE

  • If you meet the above qualifications, skills and experience share CV on

jobs@britesmanagement.com

  • Interviews will be carried out on a rolling basis until the position is filled.
  • Only the shortlisted candidates will be contacted.