Insurance Specialist

Roles and Responsibilities

• Execute sales activities across assigned bank branches by promoting insurance and financial solutions to customers to achieve branch sales targets and contribute to the company’s overall vision.
• Conduct continuous lead generation activities by leveraging walk-ins, data mining, referrals, and outbound calls to maintain a strong sales pipeline and maximize conversion opportunities.
• Perform thorough fact-finding assessments with customers by identifying their financial and insurance needs to recommend tailored solutions that enhance customer protection and satisfaction.
• Deliver excellent customer service at assigned branches by responding to inquiries, handling requests and complaints, and coordinating with the Account Manager to ensure high service quality and client retention.
• Ensure proper completion of all required documents and medical examinations by guiding clients and verifying submissions to facilitate smooth processing and policy issuance.
• Follow up with operations and underwriting teams by tracking required documents and actions to ensure timely issuance of policies and minimize delays.
• Prepare regular sales and referral reports by tracking closing ratios, ASE, and qualitative indicators to provide accurate performance insights and support decision-making.
• Participate in weekly meetings with the Account Manager by presenting production updates and discussing relevant matters to align goals and address operational needs.
• Engage branch managers and staff by maintaining open communication and knowledge sharing on Allianz products to strengthen partnerships and enhance sales collaboration.
• Promote reciprocal business opportunities by referring customers to bank staff for banking products and escalating key updates to branch management to foster mutual growth and maintain strong working relationships.

Pre-requisites (Education, Professional Experience)

• Bachelor’s degree in business administration or a related field.
• 1 - 3 years of experience in sales