Sales

• Attend to incoming queries either telephonic or via email from both Brokers and Broker Clients
• Doing underwriting if requested by the client or broker client
• Building rapport with, and assisting brokers with quotes, and underwriting policies
• Effectively follow up on leads, qualify prospects, and close deals
• Offer additional coverage or bundled policies to maximize customer value
• Achieve individual and team sales quotas and KPIs
• Assess customer needs to recommend suitable insurance solutions
• Proactively follow up with potential brokers/customers who have expressed interest
• Overcome objections and concerns to close policies effectively
• Ensure sales processes comply with insurance industry regulations and company policies
• Maintain high call quality and adhere to call scripts and sales guidelines

Broker Sales Agent

Account Manager