The Business Development Executive is to lead the new business acquisition effort of the personal lines department. To develop new personal business segment by following set policies and procedures throughout the whole insurance cycle to ensure growth of the personal lines business by achieving set targets while maintaining high customer service standards and building Canopy’s reputation as the “insurance broker of choice” for personal lines.
Job Responsibilities:
Execute canopy’s marketing strategy for personal lines.
Develop and implement profitable and cost effective products /services.
Receive and handle in a courteous and professional manner, all personal lines clients insurance queries, accurately analysing client needs, risks and tailoring appropriate insurance covers.
Coordinate with underwriters for competitive quotations on various risks
Liaise with specialists, such as surveyors, assessors for risk assessment;
Enter into an understanding (binder) with underwriters.
Visit and negotiate with clients and draw up insurance cover contracts.
Develop and maintain professional relationships with Canopy insurance partners.
Work as a team with other staff to achieve set targets, contribute innovative ideas to improve ways of working and customer satisfaction and market share intelligence
Ensure compliance with the company’s credit policy.
Requirements
A university degree in business or related discipline.
A professional qualification in insurance (AIIK, ACII or Equivalent)
At least 3 years working experience in insurance, 2 of which should be in marketing.
A marketing qualification or working towards it.
Key Competencies:
Good customer relationship management.
Able to meet set targets.
A team player.
Can Multi task.
Presentation skills.
Good grasp of the insurance Market and products.
Innovative and creative
Good Marketing skills.
Have good business networks.
Good Grasp of Political, Economic and Environmental dynamics.
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