Management Trainee
Career Point Solutions
Total years of experience :2 years, 4 Months
Receive training and perform duties in several departments such as Finance, Client Services, Sales and Operations,
Posting jobs, career advice articles and scholarships to the company website.
Monitor performance progress with management and key trainers
Observe experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties as such personal branding and CV writing.
Obtains client information by answering telephone calls; interviewing clients; verifying information on Merlin Database.
Determines eligibility by comparing client information to requirements.
Informs clients by explaining procedures; answering questions; providing information.
Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures.
Updates job knowledge by studying new product descriptions; participating in educational opportunities.
Accomplishes sales and organization mission by completing related results as needed on the interaction tab on Merlin Database.
Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones
Appraising the wishes and demands of business or individual customers and selling the suitable protection plans by checking insurance claims to solidify trust and safeguard reputation.
Contact potential clients and create rapport by networking, cold calling, using referrals etc
Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
Collect information from clients on their risk profiles in order to offer them the proper solution
Retain continuous awareness of transactions, sales and terms and keep relative records
kenya certificate of secondary education
