Insurance : Sales Representative ๐ŸŽ‰
  • Dar es Salaam, Tanzania
  • viaFortis Insurance Brokers Limited
2 years ago
Mid Level
Business, Consulting and Management
2 - 5 years
Bachelors degree in Insurance & Risk management or Business Administration or any related field.
Job Summary

We are looking for a competitive Insurance : Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly. Someone with solid underwriting experience is an added advantage.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.


Duties And Responsibilities
  • Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Contact potential clients and create rapport by networking, cold calling, using referrals etc
  • Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
  • Collect information from clients on their risk profiles in order to offer them the proper solution
  • Prepare reports to shareholders on the success of your business endeavors
  • Retain continuous awareness of transactions, sales and terms and keep relative records
  • Check insurance claims to solidify trust and safeguard reputation
  • Frequently replenish job-specific knowledge and apply it on the field
  • Fulfill all company-established policy obligations
  • Collect appropriate and accurate information required to assess potential clients and decide on the acceptable risk for a policy.
  • Review policy applications based on the previous loss records, age, medical report, credit ratings and driving records.
  • Prepare reports that detail risk assessment findings that contribute to the final decision
  • Compare various policies having similar risk undertaking and conduct actuarial studies to decide on the company’s loss records.
  • Evaluate policies with regards to the company’s underwriting standards.
  • Handle queries from credit control departments, brokers and clients.

Education Other Skills Required
  • Proven working experience as an Insurance Sales Representative for 2-3 years.
  • Ability to reach monthly revenue targets
  • Bachelors degree in Insurance & Risk management or Business Adminstration or any related field.
  • Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
  • Ability to work with computers and understand and interpret standard statistical findings
  • Goal-oriented
  • Excellent skills in communication and presentation
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
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