- Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
- Identify new business opportunities through networking, research, and outreach efforts.
- Manage insurance renewals
- Communicating with clients via phone, email or in person
- Raising and managing the agreements
- Keep client records up to date on the Open GI system
- Maintain and expand the client base through excellent customer service
- Proven experience in the insurance industry
- Very strong communication skills, verbally and written
- Proficiency in Open GI or similar CRM software is essential. .
- Ability to work independently as well as part of a team in a fast-paced environment.
- Strong organisational skills with attention to detail and the ability to manage multiple tasks simultaneously.
- A proactive attitude towards problem-solving and overcoming challenges.