Insurance Sales Agent

Job Description

As an Insurance Sales Agent, you will play a pivotal role in managing and developing client accounts. You'll foster relationships with clients, understand their insurance needs, and deliver tailored solutions to achieve their business objectives. Your exceptional customer service will ensure client satisfaction and retention.

Responsibilities

• Develop and maintain strong relationships with assigned clients.
• Respond promptly to client queries and concerns.
• Cross-sell and upsell additional insurance products.
• Work collaboratively with internal departments to ensure seamless service delivery.
• Provide clients with market insights and risk assessment.
• Maintain accurate records of client interactions and transactions.
• Engage in professional development and training opportunities.
• Prepare and manage account plans for key clients.
• Identify opportunities for account growth and upselling.
• Utilize CRM software effectively for client management.

Requirements

Education

• Bachelor's degree in Business, Marketing, or related field

Experience

• 3-5 years of experience in account management, sales, or insurance

Technical Skills

• Customer Relationship Management (CRM)
• Microsoft Office Suite

Soft Skills

• Communication
• Problem Solving

Certifications

• Insurance Broker Certificate
• Sales Certification

Languages

• English: Fluent

Advantageous

• Experience in digital marketing or e-commerce: Knowledge of digital channels and strategies to enhance client engagement.
• Experience with data analysis and reporting: Ability to interpret data to make informed business decisions.

Benefits

• Competitive salary package ranging from AUD 60,000 to AUD 90,000 per annum.
• Performance-based bonuses.
• Flexible working hours.
• Professional development opportunities.

Company Culture

• Collaboration: We believe in a collaborative approach, valuing each team member’s contribution.
• Continuous Learning: We invest in our people, providing training opportunities and supporting professional growth.
• Diversity and Inclusion: We celebrate diversity and strive to create an inclusive work environment.