commerce & financial services
Island Life Assurance & Co Ltd Sales and Customer Service Agent
Until October 14, 2022

ILA is looking for a dynamic Sales and Customer Service Agent who will be required to promote the Sales of Life and Pension Products and contribute to the growth of client database. 

Key Responsibilities

Main Responsibilities:

• Perform sales of new life and pension policies
• Acquire and master knowledge of ILA products to present to its customers
• Provide information on our insurance products to our customers and other potential market/s
• Assist customers in filling proposal forms and decision making on their insurance needs
• Contact individual clients and attend to their queries through social media, website, networking, cold call and prospective visits
• Make calls to given list of customers for surveys, reinvestments, upselling and cross selling purposes
• Record all information on prospective clients and provide weekly reports on visits
• Collect all KYC documents and other requested documents from clients
• Keep CRM database updated and show timeline with possible leads
• Analyse figures on a monthly basis and make report on the difference (high or low)
• Carry out market survey to obtain information on new products, pricing and competition level
• Record a log on details of complaints and confirm once they have been resolved with a sign-off date

Qualifications and Experience

Candidate Profile:

• Holder of HSC/Bac
• Proficiency in MS Office Tools
• Experience in Customer services & Tele sales would be an advantage
• Organized and detail-oriented
• Excellent verbal and written communication