Sales Manager
Insurance Company
Total years of experience :9 years, 11 Months
1. Handling Sharjah, Dubai & Abu Dhabi branches regarding all matters of Insurance.
2. Handling a team for Dubai & Abu Dhabi branches taking in consideration targets, proper
Documentation, Insurance rates and discounts.
3. Focused in Customer retention through follow up calls, text messages.
4. Issuing of online policies for Insurance companies such as RSA, AXA gulf, Oman Insurance,
Noor takaful, Takaful house, Methaq Takaful, Al Dhafra, Union insurance etc.
5. Processing and accounting of policy cancellations, debit notes, extensions and
endorsements.
6. Attend meetings, seminars and programs to learn about new products and services, learn
new skills, and receive technical assistance in developing new accounts.
7. Calculate premiums and establish payment method.
8. Call on policyholders to deliver and explain policy, to analyze insurance program and
suggest additions or changes, or to change beneficiaries.
9. Confer with clients to obtain and provide information when claims are made on a policy.
10. Contact underwriter and submit forms to obtain binder coverage.
11. Customize insurance programs to suit individual customers, often covering a variety of
risks.
12. Develop marketing strategies to compete with other individuals or companies who sell
insurance.
1. Providing requisite underwriting information as required by an insurer in assessing the risk to
decide pricing, terms and conditions for cover
2. Carrying out clerical tasks.
3. Recalculating customer costs.
4. Review and process policy changes so that insurance underwriters can stay
informed.
5. Contacts various parties to gather routine information.
6. Takes regular inventory of files in order to locate files that contain errors that must be fixed
1. Calling on existing business customers within an assigned territory and increasing the volume.
2. Can entail a certain degree of cold calling to acquire new businesses, which can help offset
attrition or churn among the existing customer base.
3. Preparing PowerPoint sales presentations and using sales materials when calling on clients
and potential new accounts.
4. Deal with customer complaints, resolving certain problems with shipments, like damage or
incorrect orders, and salvaging a seemingly lost business account.
1. Interacts with a company’s customers to provide them with information to address inquiries regarding products and services.
2. Deal with and help resolve any customer complaints.
1. Serves as a maintenance lead worker, including establishing work schedules, prioritizing and
assigning work, determining work loads, training staff in work procedures and inspecting work
of assigned staff.
2. Inventories and may order supplies, equipment and materials for projects, including
determining appropriate supplies and materials and locating vendors; may provide input into
budget requests in areas of assignment.
3.Assists in the tracking of expenditures on projects and maintains logs and records of work
performed and materials used.
