Job Family Card - Sales and Distribution / Intermediaries

Develop, implement and administer the sales of insurance policies, and distribution programs. Coordinate with underwriting to accommodate client needs while adhering to insurer's policies requirements.

Job Family Code

ISI

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Job Roles

Card Job Role Description

Job Role

Insurance Sales Associate

Job Family Code

ISI

Job Family

Sales and Distribution / Intermediaries

Responsibilities

    Engage with customers to establish their need for insurance products.

    Set up new customer records in line with established standards and regulations.

    Sell insurance products to clients on the basis of established need.

    Track all appointments, sales, complaints, status reports, etc. for management reporting.

Card Job Role Description

Job Role

Insurance Agent

Job Family Code

ISI

Job Family

Sales and Distribution / Intermediaries

Responsibilities

    Call clients and potential clients to grow the company's customer base.

    Interview and understand customer needs and offer solutions and support.

    Explain the features of various policies and suggest convenient options.

    Analyse clients’ current insurance policies and suggest additions or changes to suit client in line with organization policies.

    Answer potential customer questions and follow-up call questions.

Card Job Role Description

Job Role

Insurance Sales Supervisor

Job Family Code

ISI

Job Family

Sales and Distribution / Intermediaries

Responsibilities

    Oversee and monitor sales performance and ensure sales targets are met.

    Organize, coordinate and lead agents and intermediaries sales teams and ensure compliance with organization policies and procedures.

    Supervise and guide sales teams in complex and important deals and ensure they are being handled properly.

    Report sales results and present issues to management.

Card Job Role Description

Job Role

Insurance Sales manager

Job Family Code

ISI

Job Family

Sales and Distribution / Intermediaries

Responsibilities

    Contribute to the development of sales strategy according to market needs including the use of intermediaries and other channels.

    Develop and manage sales policies and procedures according to organization's overall strategy and objectives.

    Establish Sales targets in different business classes and monitor products sales profitability.

    Contribute in establishing policies prices and discounts in collaboration with underwriters and actuaries.

    Ensure that agents and intermediaries are trained and have the required licenses.

Card Job Role Description

Job Role

Head of Sales and Distribution/ Intermediaries

Job Family Code

ISI

Job Family

Sales and Distribution / Intermediaries

Responsibilities

    Contribute to the formulation of the overall organization's strategy, in collaboration with others in the executive team, focussing the organization's Sales/ intermediaries function.

    Approve and ensure implementation of Sales/ intermediaries function policies and procedures and ensure its efficiency.

    Manage Sales/ intermediaries function and ensures its compliance to regulatory requirements as well as market Standards.

    Manage and monitor Sales/ intermediaries function budget for cost efficiency.

    Manage internal and external relationships and represent the organisation in all business matters related to Sales/ intermediaries function.

    Approves sales targets and ensure that agents and intermediaries adhere to organisation's policies and procedures.

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