Insurance Sales Advisor

Insurance Sales Advisor Job Description Template

Our company is looking for a Insurance Sales Advisor to join our team.

Responsibilities:

  • Supporting prospective leads on online platforms like Live Chats and Social Media;
  • Client data capture and leads allocations,
  • Plus any other duties as may be assigned and occasionally working in the field;
  • Advising clients;
  • Quotes/New business: ;
  • Renew/replace policies issuing appropriate documentation;
  • Process mid-term adjustments/cancellations as appropriate;
  • Negotiation;
  • Mid-term adjustments/cancellations: ;
  • Place risks on cover and obtain/issue appropriate documentation including: ;
  • Lapse policies as appropriate;
  • Establishing the customer requirements;
  • Issue letters to clients/Insurers as appropriate;
  • Payments;
  • Dealing with brokers.

Requirements:

  • Excellent organisational skills and ability to prioritise work;
  • A collaborative and innovative approach to working;
  • Communication and listening skills;
  • People Skills;
  • Payments: ;
  • Act with integrity at all times when working with stakeholders;
  • Issue letters to clients/Insurers as appropriate;
  • Multitasking and flexibility;
  • Customer service and interpersonal skills;
  • Place risks on cover and obtain/issue appropriate documentation including: ;
  • Mid-term adjustments/cancellations: ;
  • Sale closing skills;
  • Lapse policies as appropriate;
  • Renew/replace policies issuing appropriate documentation;
  • Quotes/New business: .