Client Relationship Specialist

Roles and Responsibilities : -

• Research and source potential clients and build long-term relationships with them through bancassurance model.
• Persuade prospective clients to engage in a phone conversation and / or meeting to discuss insurance products.
• Advise clients on the insurance policies that best suit their needs and requirements.
• Customize insurance programs to suit individual clients.
• Deliver approved policies to new clients and explain benefits and risks of the policy
• Handle renewing or amending of existing policies for clients.
• Fill-out and submit applications, issue quotes, maintain client records and prepare reports.
• Achievement of Business targets implementation of company policies.
• Keep updated of industry and market trends and best practices.