Job Description
Main duties:
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Calculate premiums and establish payment method
- Call on policyholders to deliver and explain policy, to analyse insurance program and suggest additions or changes, or to change beneficiaries
- Confer with clients to obtain and provide information when claims are made on a policy
- Contact underwriter and submit forms to obtain binder coverage
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Develop marketing strategies to compete with other individuals or companies who sell insurance
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
Personal Qualities :
- Loyal
- Committed
- Hard working
- Enthusiastic
- Team player
- Good time keeping
- Willingness to learn new skills
- Positive attitude
- Motivated
Skills Required :
- Competent in Microsoft packages
- Confident on the phone
- Good organisational skills
- To be able to prioritise workloads
- Good written communication
- The ability to use own initiative
Future Prospects :
- Upon completion of the apprenticeship, this company will be looking to keep the apprentice on full time
- There will also be the potential to progress onto higher level apprenticeships
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