
Executive, Distribution
2 weeks ago
Answering agent inquiries, scheduling meetings, and sales appointments, and following up with agents about their quote status
- Compiling a daily list of quote leads, delegating quotes to the underwriting department, and providing data and guides to the distribution department.
- Developing and monitoring performance indicators for agents and distribution, managing sales tracking tools, and compiling reports.
- Managing customer accounts, following up with customers for administrative purposes, and providing troubleshooting assistance for orders, account statuses, and other problems.
- Performing data entry tasks for sales figures, metrics, and other relevant information and maintaining an organized and accessible filing system.
- Handling administrative duties for the company and its executives and management teams.
- This role requires the person to be stationed onsite to faciliate transaction of new business & to build strong
**Role Requirements**
- 3-4 years relevant distribution/ insurance sales experience
- Experience in handling motor dealerships will be an advantage
- Solid experiences in sales operation and administration
- Excellent interpersonal skills
- Possess insurance certificates: CGI, HI
- Good problem-solving skills
- Working experience in insurance business development and marketing is preferred
- Able to work independently and under tight deadlines
- A hard-working team player, enthusiastic and adaptable
- Good written and spoken English
- Good knowledge in Microsoft Office, Excel, PowerPoint
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