• 3 months ago
  • Colombo ,Colombo 3

Job Information

Job Description

Applications are open for all candidates to fill the Trainee Relationship Executive Job Role at Union Assurance PLC

Trainee Relationship Executive

The Job

Promote insurance products and services to potential walk in customers and potential customers referred by the branch staff and convertleads to insurance policies and realize set ANBP/FYP/GWP targets on a monthly/quarterly/annual basis. The role would be required to achieve set targets and maintain Persistency by maintaining positive relationships with customers.

Principle Accountabilities:

  • Responsible for ensuring target achievement covering FP/FYP/GWP/persistency through the assigned bank/geographies
  • Liaise & build relationships with respective bank officers to obtain leads & gain access to clients & offer appropriate insurance products & services
  • Maintain the lead management system in a proper & timely manner and meet business quality & compliance standards i.e. Digital submissions/ & pending ratios/ LMS activities
  • Maintain effective internal communication and generate necessary reports & submit MI for management review
  • Engage in sales promotional activities to solicit new business
  • Ensure to maintain company corporate image through attire, conduct and upkeep of the work place

The Applicant should possess:

  • Computer literacy
  • Speaking/writing & understanding all languages will be an added advantage
  • Vey good presentation skills & negotiation skills
  • Customer relationship management
  • Prior sales experience in a similar field will be a definite advantage

Applicants who are interested may send their to (Please mention the designation of the post applied in the Subject bar of the email) within 10 days of this advert.

Address – 20, St. Michael’s Road, Colombo 03.Sri Lanka.urance Centre, 20, St. Michael’s Road, Colombo 03.Sri Lanka. 

Tel – 011 299 0990

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