Back Office Coordinator

Job Overview

We are seeking a Back Office Coordinator with a focus on sales coordination within the insurance sector. The role involves engaging potential clients, educating them on various insurance products, and supporting sales activities to meet business goals.

Key Responsibilities

• Proactively contact prospective customers to clarify insurance products, policies, and their benefits.
• Generate and nurture leads to transform prospects into customers.
• Assist clients with insurance applications, providing quotes and managing documentation.
• Promote diverse insurance solutions including life, health, motor, and additional policies.
• Meet assigned monthly sales targets to drive business expansion.
• Engage with current clients for policy renewals, as well as cross-selling and upselling.
• Maintain organized records of customer databases, sales details, and daily reports.
• Collaborate with back-office teams for smooth policy issuance, documentation, and addressing claim inquiries.
• Develop strong client relationships and deliver superior customer service.
• Identify fresh business avenues and sustain ongoing client communication.

Required Skills and Qualifications

• Strong verbal and persuasive communication abilities.
• Competence in customer handling and relationship management.
• Basic understanding of insurance products and the sales cycle.
• Proficient negotiation and diligent follow-up skills.
• Fundamental computer literacy, including proficiency with MS Excel.
• Target-driven with an optimistic and proactive approach.