Insurance Sales Consulting Manager for Serendib Microinsurance Plc.

Team Management and Leadership

• Oversee a Sales Team: Manage a team of insurance sales consultants, ensuring they are motivated, trained, and meeting their individual and team sales goals.
• Recruitment and Training: Hire new insurance sales consultants and provide ongoing training to ensure the team is up to date on product knowledge, sales techniques, and industry regulations.
• Performance Monitoring: Set performance targets, monitor individual and team results, and provide feedback and support to improve productivity and sales.
• Coaching and Mentorship: Offer guidance and mentorship to the sales team, helping them overcome challenges and develop professionally to increase their sales performance

Sales Strategy and Planning

• Develop Sales Plans: Create effective sales strategies that align with the company’s goals, focusing on increasing sales insurance policy and enhancing the client base.
• Set Targets and KPIs: Establish clear sales targets and key performance indicators (KPIs) to drive performance and track progress.
• Implement Marketing Campaigns: Work with marketing teams to execute campaigns and initiatives that promote insurance products and generate leads for the sales team

Client Relationship Management

• Customer Focus: Ensure that clients receive high-quality advice and service. Address customer concerns, resolve issues, and build long-term relationships.
• Client Retention: Develop plans to retain existing clients, such as reviewing their insurance needs and suggesting additional coverage options or policy updates.
• Consultative Sales: Assist the team in taking a consultative approach to sales, focusing on understanding client needs and providing the right solutions.

Sales and Product Knowledge

• Product Expertise: Be knowledgeable about the full range of insurance products offered by the company, including life, health, property, casualty, and other specialized policies.
• Training on Products: Ensure the sales team is proficient in explaining complex insurance products and tailoring solutions to meet the unique needs of customers.
• Upselling and Cross-Selling: Encourage the sales team to identify opportunities for upselling and cross-selling additional insurance products to customers.

Administrative and Reporting Duties

• Sales Reporting: Prepare and present reports on sales performance, team achievements, and areas of concern to senior management.
• Monitor Compliance: Ensure that all sales activities comply with company policies, industry regulations, and ethical standards.
• Data Analysis: Analyze sales data to identify trends, gaps in performance, or opportunities for improvement.

Customer Claims Assistance and Support

• Claims Process Oversight: Support the sales team in helping clients through the claims process, ensuring timely and accurate claims handling.
• Resolve Escalated Issues: Handle escalated customer complaints or concerns, providing resolutions that maintain client satisfaction and loyalty.