Activity Management:
* Primary role in identifying and acquiring new clients.
* Proactive new business generation by client interaction, through networking, relationship building, and attending industry-related events, utilising existing contacts in these sectors where possible.
* Building a balanced pipeline for future revenues by engaging with senior-level decision-makers in our target industries.
* Contacting identified prospects across the country daily, ensuring quality conversations with the relevant stakeholders.
* Obtaining key financial data and relevant information from targeted prospects to prepare our market submissions for insurer/underwriting review.
* Effectively managing a pipeline of prospects to meet short, medium, and long-term sales targets.
* Providing activity reports and pipeline status at regular intervals as agreed with management.
* Promoting the business and general insurance products to clients.
* The achievement of a new business sales target.
Customer Service:
* Portray a professional image to meet or exceed customer service standards.
* Take personal responsibility for delivering the highest level of accuracy and quality in your work.
Customer Relationship Management:
* Build and maintain good business relationships with all customers by establishing trust, anticipating needs, sharing information, and meeting commitments.
* Understanding of clients’ business issues, insurance needs, and expectations.
* Offering exceptional customer service & product knowledge.
Requirements:
* Minimum CIP required.
* Candidate must be capable of working on their own initiative, managing a book of prospects, and constantly chasing down new leads to completion.
* Ability to identify and expand opportunities for business development.
* Strong communication and negotiation skills are essential.
* Demonstrate excellent technical & product knowledge.
* A good degree of personal organisation and a structured approach to time and resource management.
* Ability to support and work with other colleagues.
Person Specification:
* Previous applied experience (desirable).
* Proficient in Office, including Outlook, Word & Excel.
* A friendly and assertive manner on the phone and in person.
* Ability to develop relationships with insurers and clients.
* Willingness to learn & develop.
* Strong work ethic.
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