Job Description

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