Insurance Consultant
Arabia Insurance Company
Total des années d'expérience :26 years, 6 Mois
-Researching policies from different insurers
-Arranging insurance cover
-Negotiating for the best deals
-Dealing with renewals
-Helping to change existing policies
-Collecting any premiums
-Processing accounts
-General admin duties (you’ll never escape paperwork)
-Preparing reports for underwriters.
-Liaising with other insurance professionals
-Finding new clients and forecasting their future needs
.Maintaining and developing relationships with existing customers.
•Gathering market and customer information.
•Reviewing own sales performance, aiming to meet or exceed targets.
•Gaining a clear understanding of customers and requirements.
•achieve the Sales Target and Meet or exceed assigned quotas
.Maintain knowledge of current sales and promotions& make a formal presentation about the product
.To insure the quality of the service
.To manage, coach & develop the team’s staff
.To control and report on regular basis to the branch manager & the Region head.
.To act as a customer service for solving problems ( customers & staff)
.Manage and maintain recruitment (process, internal & external contact).
taking all the Responsibilities for Marketing, Sales and Advertising
Strategies, profitability and sales, maintain a positive attitude that promotes teamwork within the
Company and a favourable Image of the company. Review general work assignments for each employee
daily, adjust work force to fit seasonal needs with a minimum of unproductive labour costs also including
sales call recap, market share, Sales analysis and strategy review reports, sales promotional efforts and
Upcoming promotional plans.
•Assists the manager in the daily operations of a retail bank department.
•These operations can include customer service, sales, and marketing. Consistently achieves
Individual sales goals and helps the direct sales Team ( 24 Sales Representative)
to achieve the Target
•Implements and reviews bank policies and rules.
•Helps with the supervision of sales team.
•Contributes to the success of ultimate exposure by supporting the manager
in Supervising and coordinating the activities of the Department employees to ensure friendly,
Motivations, professional, efficient and courteous service is provided to customers in a clean, Well-maintained environment.
•Looking forward to achieve the Target of ( Personal Loans- Credit Cards- Car Loans ).
•Maximizes all opportunities in the process of closing a sale resulting in the taking of market share
from larger competitors,
•Makes recommendations to prospects and customers of the various
Solutions.
•Maintains accurate records of all sales and prospecting activities including sales calls,
•closed sales, and follow-up activities, Adheres to all Banks’ products policies, Assuring
•customers’ satisfaction, Maximized relationships and increased balances through sales of trust.
•Management products. Sales & Customers service communication skills.
.• Looking forward to achieve the Aria Target.
•Good Communication with all Customers Suppliers For Car Loans
(BMW Agency-Chevrolet Agency-Range Rover Agency-Mini Cooper Agency)
•Implement financial policies and procedures for the Company.
•Establish and maintain cash controls (Customer Payments & Deposits )
•Monitor the Central Bank Report for Customers.
•Prepare and reconcile bank statements.
•Establish and maintain supplier accounts.
•Processes supplier invoices.
•Maintain the purchase order system for the Suppliers.
•Ensure data is entered into the system.
•Analyse the Customer Credit situation.
•Ensure transactions are properly recorded and entered into the computerized.
•accounting system
•Prepare income statements
•Prepare balance sheets
.
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