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Insurance Portfolio Manager

Insurance
Portfolio Manager

Job Description

  • Research and source potential clients and build long-term relationships with them.
  • 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.
  • Deliver approved policies to new clients and explain benefits and risks of the policy.
  • Contact potential clients and create rapport by networking, cold calling, using referrals etc.
  • Check insurance claims to solidify trust and safeguard reputation.
  • Hit Monthly targets and fulfilling AYA SOMPO established policy obligations.
  • Perform other relevant tasks assigned by Unit leader/Manager.

Job Requirements

  • Any Graduate
  • Relevant qualifications are added advantage.
  • Minimum (1) year of experience in relevant field.
  • Experience in delivering client-focused solutions and in creating long-lasting relationships.
  • Excellent social and presentation skills.
  • Excellent interpersonal skills and friendly attitude.
  • Resilient spirit and a persistent nature.
  • Well organized with great time management ability.