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Nous recherchons un agent d'assurance compétitif pour générer de nouvelles activités en contactant des clients potentiels. Votre fonction consistera à vendre, solliciter, différencier et négocier des plans d'assurance correspondant aux besoins du portefeuille des clients qui vous sont assignés ou de clients potentiels. L'objectif est de nouer de solides relations positives, assurer les objectifs de croissance et renforcer la réputation de notre société.

Responsabilités

  • Développer des stratégies de marché et promouvoir tous les types de nouveaux contrats d'assurance ou suggérer des ajouts/modifications aux contrats existants
  • Cultiver des relations productives afin de créer un pool de clients potentiels à partir de diverses sources par la mise en réseau, le démarchage téléphonique, l'emploi de référents, etc.
  • Évaluer les besoins et le statut financier des clients institutionnels ou particuliers et proposer des plans de protection qui répondent à leurs critères
  • Travailler avec les clients pour fournir des stratégies de gestion du risque qui correspondant à leur profil
  • Rapporter l'état d'avancement des initiatives mensuelles/trimestrielles aux parties prenantes
  • Gestion de systèmes comptables, de bases de données et de fichiers
  • Suivre les doléances en matière d'assurance pour assurer la satisfaction mutuelle
  • Réaliser les objectifs d'acquisition de clients et de croissance des revenus
  • Actualiser en permanence les connaissances liées au poste et apprendre les nouveaux produits et services
  • Répondre à l'ensemble des exigences des polices
  • Expérience professionnelle avérée en tant qu'agent d'assurance ou expérience pertinente
  • Connaissances de l'ensemble des types d'assurance (automobile, incendie, vie, maison, maladie, etc.)
  • Connaissances informatiques de base et analyses statistiques
  • Aptitude avérée à travailler avec des objectifs
  • Capacité avérée à communiquer, présenter, persuader et vendre efficacement
  • Expérience dans la fourniture de solutions orientées client et dans la création de relations durables
  • Diplôme d'études secondaires ou licence
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