Lead generation of prospects, quoting and selling the relevant policy or policies
• Cross-selling various insurance products over the phone, persuasive emails etc.
• Generating applications, attaching files, rating quoting, and preparing XL sheet of comps with all companies
• Prudently follow up with companies for policies downloaded and received via email
• Sharing weekly statistics with designated team lead in the form of a presentation
• Liaise with clients via email as well as inbound/outbound calls
• Deliver remarkable customer service through empathy and professionalism
• Improve the knowledge base and training materials to help users
• Be organized and meticulous in handling critical and confidential data.
• Assist with process improvement
• Other duties as assigned
• Should be Proficient in Microsoft applications as well as G-Sheets
• Should have a laptop with a minimum 8 GB RAM and a 1.3 Core Processor
• He/she should have backup Internet and power
• Should preferably have a stable fiber optic connection with statis IP which is white-listed from PTA
• He/She should be comfortable using VPN and ideally should have PTA-approved VPN status
Proficient in written and spoken English
• Should have knowledge to social media to generate and close leads
• Committed and honest towards his job
• Smart enough to browse and get information online
• Would be an add-on if he has worked for a US company before
• Efficient in multi-tasking
• Comfortable with night shifts.