Insurance Agent

As Insurance Agent, you will be responsible for increasing our Insurance Penetration, finance partners, and Insurance Brokerage. You will work between the company and clients to achieve Auto Finance and Insurance targets. In addition, you must possess strong communication and negotiation abilities to increase the closing ratio.

You will be working in a fast-paced, high-performing team. The individual needs to demonstrate initiative, great attention to detail, and have a proven ability to work in a fast-paced, high-performing team.

In this role, you will:

• Be target-oriented and a strong closer.
• Ensure communication with all our clients and complete their finance and insurance.
• Work closely with our banks, insurance brokers, and transfer team to ensure the success of vehicle transfer.
• Identify and understand our client's objections and offer solutions.
• Assist with clients' queries and questions via phone, email, or during the viewings.
• Understand the motors market and its various audiences.
• Increase partnerships with Banks and Insurance Brokerage.
• Promote different rates that satisfy the buyer's needs.
• Understand the customers' needs very well before offering the product.
• Build rapport and strong relationships with our clients (Sellers and buyers).
• Prepare daily reports for Finance and Insurance updates, number of deals closed, and pipeline.

Requirements

• Bachelor's Degree.
• Minimum of 2 years' experience as a Finance Agent in UAE (Preferably in Banks).
• Experience in using CRM software/Apps (Preferred Salesforce).
• Valid UAE driver's license and willingness to hit the road to meet new and existing clients.
• Well-versed in customer services and training techniques with the ability to learn quickly.
• Excellent written and verbal communication skills in English.
• Strong closing skills.
• Ability to multitask, prioritize, and manage time effectively and efficiently.
• Highly presentable with a responsible and professional attitude.
• Strong customer service attitude, work ethic, and a drive for success.
• Passion for helping others.

Desired candidate profile

1. Sales and Customer Acquisition
   • Prospecting Clients: Identify potential clients and cultivate relationships to acquire new business. This can involve networking, cold calling, attending events, and utilizing digital platforms.
   • Selling Insurance Products: Present and sell a variety of insurance products, such as life insurance, health insurance, auto insurance, homeowners insurance, and business insurance.
   • Customizing Insurance Plans: Understand the client's needs and tailor insurance plans to provide optimal coverage.
2. Client Relationship Management
   • Building Relationships: Establish and maintain long-term relationships with clients by understanding their evolving needs.
   • Customer Service: Provide ongoing support to clients, addressing their concerns and guiding them through the insurance process.
   • Policy Renewals: Keep track of policy renewals and contact clients ahead of time to ensure their coverage is renewed.
3. Advising and Educating Clients
   • Insurance Education: Explain the details of various insurance policies to help clients make informed decisions.
   • Risk Assessment: Assess clients’ needs to recommend the most suitable insurance products.
   • Claims Assistance: Help clients understand the claims process and provide guidance.
4. Administrative and Regulatory Duties
   • Paperwork and Documentation: Complete necessary paperwork, ensuring accuracy and compliance.
   • Maintaining Records: Keep accurate records of client information in accordance with company policies.
   • Compliance: Stay updated with state and federal insurance regulations.