Financial Services Representative

4 days ago


Doha, Baladīyat ad Dawḩah, Qatar Arabia Insurance Company Full time

We are hiring a highly motivated Financial Services Representative to join our team in Qatar.

Summary:

This role involves identifying sales opportunities for AIC insurance plans and managing a portfolio of clients. You will be responsible for growing the customer base by calling and meeting with clients and potential clients to understand their needs and match them with our insurance policies.

Key Responsibilities:

  • Build relationships with clients, assess their needs, and provide suitable solutions.
  • Achieve annual targets by all business lines (new and renewal business targets).
  • Ensure smooth onboarding of new businesses with accurate information and prompt premium settlements.
  • Identify potential leads from various sources and create a database of potential clients.
  • Maintain accurate records and handle policy renewals effectively.
  • Prepare and submit sales reports to unit heads.
  • Monitor insurance claims to ensure equitable settlements for both parties.
  • Administer collections according to established channel credit, control, and collection policies.
  • Collaborate with underwriters and claims teams when necessary.
  • Ensure fulfillment of policy requirements, including medical exams and form completion.
  • Stay updated with industry trends and best practices, developing new marketing strategies.

Requirements:

  • Bachelor's degree in Insurance or Business Administration or an equivalent field.
  • Minimum 1 year of experience in sales or marketing, preferably in insurance and banking.
  • Excellent understanding of insurance plans.


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