Revenue Generation & Target Achievement
- Proactively contact and engage with prospective clients through phone calls, emails, and virtual meetings
- Conduct thorough needs assessments to understand clients' insurance requirements and financial situations
- Clearly explain complex insurance products, coverage options, and benefits across health, travel, pet, and SME lines
- Cross-sell and upsell additional insurance products to existing clients where appropriate
- Recommend complementary coverage options that address clients' comprehensive insurance needs
- Drive revenue growth by developing and executing comprehensive sales strategies aligned with organizational objectives
- Meet or exceed monthly and quarterly sales targets across all product lines
- Establish and maintain strong relationships with key stakeholders to facilitate business growth and retention
- Specialize in re-engaging and converting digital drop-off leads from the contact center who abandoned their purchase journey
Customer Relationship Management & Service Excellence
Oversee the development and maintenance of strong, long-term relationships with existing customers through regular engagement and proactive service deliveryImplement customer satisfaction initiatives and feedback mechanisms to ensure high levels of client retentionResolve complex customer issues and complaints, ensuring optimal customer satisfaction and loyaltyDevelop and maintain relationships with healthcare providers and other strategic partners to enhance service deliveryBuild and maintain relationships with clients for potential renewals and referralsSkills Required
Customer Relationship Management, Client Retention