Sales Executive

Job Summary

Responsible for implementing the Arope direct sales plan to achieve assigned sales goals and business objectives. Responsible for promoting and marketing Arope products, acquiring and servicing new accounts, developing existing client relationships, and maintaining high levels of customer satisfaction and retention.

Key Responsibilities

• Contact prospective customers to promote, sell, and explain Arope products and services.
• Identify cross-selling and up-selling opportunities to increase sales and customer value.
• Maintain regular and proactive contact with existing and prospective customers.
• Identify and analyze customer needs to recommend appropriate insurance products and coverage.
• Develop and maintain strong business relationships with clients to support customer satisfaction, retention, and business growth.
• Assist existing customers with policy-related inquiries, coverage details, billing questions, and service requests.
• Prepare insurance proposals, quotations, and coverage recommendations based on customer requirements.
• Calculate premiums, prepare invoices, process commissions, and perform other related accounting and administrative functions.
• Resolve customer concerns related to policy billing and payment arrangements in accordance with established company guidelines.
• Ensure accuracy and attention to detail to minimize errors and omissions.
• Review policy renewals, claims, proposals, and other customer accounts on a continuous basis.
• Coordinate with the Claims Department to ensure efficient claims management and high levels of customer satisfaction.
• Follow up on claims and report customer complaints, service issues, and dissatisfaction to the relevant departments.
• Ensure timely collection of insurance premiums and follow up on outstanding payments.
• Collect and analyze market information, including competitor activities, products, pricing, and market trends, and communicate relevant findings to management.
• Achieve and maintain established sales, quality, productivity, and customer service targets.
• Escalate unique, complex, or unresolved customer issues to the appropriate supervisor or manager.
• Prepare accurate monthly sales reports, including performance updates, challenges, issues, and recommendations.
• Ensure compliance with company policies, procedures, service standards, and applicable insurance requirements.
• Perform other duties and responsibilities as assigned and assume additional responsibilities as business needs arise.

Key Skills and Competencies

• Direct Sales
• Insurance Sales
• Business Development
• Customer Relationship Management
• Account Management
• Customer Service
• Cross-Selling and Up-Selling
• Lead Generation and Prospecting
• Policy Administration
• Insurance Quotations and Proposals
• Premium Calculation
• Claims Coordination
• Premium Collection
• Client Retention
• Market and Competitor Analysis
• Sales Reporting
• Negotiation and Communication
• Problem Solving
• Attention to Detail
• Time Management
• Quality and Productivity Management
• Microsoft Office