Sales Office/ Business Development Manager

Role & responsibilities

• Lead Generation: Find new prospects through cold calling, networking, referrals, and local marketing.
• Needs Assessment: Interview clients to evaluate their financial situations, risk profiles, and coverage gaps.
• Policy Recommendation: Explain policy features, limits, and exclusions in simple terms to customize insurance programs.
• Sales Target Achievement: Meet or exceed monthly and annual sales quotas for products like life, health, auto, home, or commercial insurance.
• Client Retention & Renewals: Handle ongoing policy renewals, process updates, and manage customer accounts.
• Claims Support: Assist policyholders during the claims process to build long-term trust and satisfaction.

Preferred candidate profile

• Anyone with Insurance Broking Experience
• General Insurance experience
• Insurance knowledge