Insurance Agent

Job Summary:

The Insurance Agent is responsible for selling insurance policies, advising clients on suitable coverage options, and ensuring a seamless customer experience. The role involves prospecting, evaluating client needs, preparing quotations, processing policies, and handling renewals. Strong communication skills, product knowledge, and a customer-centric approach are essential.

Key Responsibilities:Sales & Client Acquisition

• Identify potential clients through networking, referrals, cold calls, and market research.
• Present, promote, and sell insurance products such as motor, health, life, and property insurance.
• Generate leads and follow up with interested customers to close sales.
• Conduct needs analysis to recommend suitable insurance products and coverage.

Customer Service & Support

• Assist clients in understanding policy terms, conditions, and coverage benefits.
• Respond to client inquiries and provide accurate information promptly.
• Build and maintain strong relationships with clients to encourage renewals and referrals.
• Provide after-sales support including policy updates, endorsements, and documentation.

Policy Processing & Documentation

• Prepare and send quotations to customers as per their requirements.
• Collect and verify necessary documents for policy issuance.
• Coordinate with underwriters for policy approval and special requests.
• Ensure timely processing of new policies, renewals, cancellations, and amendments.

Claims Assistance

• Guide customers through the claims process and assist with documentation.
• Liaise with the claims department to ensure proper follow-up and claim status updates.
• Educate customers on claim procedures and required evidence.

Compliance & Reporting

• Ensure all sales processes comply with company policies and insurance regulations.
• Maintain accurate records of client interactions, sales, and policy details.
• Prepare daily/weekly sales reports for management review.
• Stay updated on insurance products, market trends, and competitor offerings.

Qualifications & Skills:

• Bachelor’s degree in Business Administration, Marketing, or related field (preferred).
• Proven experience as an Insurance Agent or Sales Executive.
• Strong knowledge of motor, health, life, and general insurance products.
• Excellent selling, negotiation, and communication skills.
• Proficiency in MS Office and CRM systems.
• Customer-focused mindset with the ability to build trust and long-term relationships.
• Valid UAE driving license (an advantage).
• Ability to work under pressure and achieve targets.

Job Type: Full-time