Job Summary
To drive growth and profitability in all assigned products through risk selection, pricing, negotiation, sales, retention, and quality service.
Job Qualifications
Required:
- Strong communication and interpersonal skills
- Excellent problem-solving and negotiation abilities
- Ability to manage multiple clients and prioritize tasksResults-oriented and customer-focused mindset
- Proficiency in CRM tools is a plus
- Proven experience in sales area, prefer in General Insurance
Job Accountabilities - Key Accountabilities
- Actively manage daily work processes of designated territory to achieve operational and strategic objectives.
- Analyze needs, develop and recommend alternatives for improvements to processes, customer service or products.
- Lead short term (3 to 9 months), defined scope projects.
- Develop and maintain profitable relationships with new and existing customers.
- Assist customers with loss prevention meetings, claims issues, and product training.
- Provide training to customer and Strategic Business Unit personnel on products and services.
- Provide technical advice that enables a customer to solve a problem or improve business.
- Develop and maintain positive customer relationships by meeting regularly with customers when no specific initiative is underway.
- Anticipate customer needs, monitor trends in order to recommend changes.
- Resolve technical issues within function or unit.
Business Accountabilities
- Carry out tasks, such as the preparation of customer and distributor reports, to support the implementation of projects to time and quality standards.
- Assess and evaluate business processes in order to identify opportunities for improvement.
- Investigate and drive research/analysis around potential business development opportunities.
- Review assigned customer cases, prioritize case load and interpret established policies, applying discretion within authority limits in order to resolve customer issues.
