Financial Specialist (Sales):Allianz Egypt

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Job description:

-Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

-Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

-Calculate premiums and establish payment method.

-Customize insurance programs to suit individual customers, often covering a variety of risks.

-Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

-Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

-Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

-Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

-Confer with clients to obtain and provide information when claims are made on a policy.

-Perform administrative tasks, such as maintaining records and handling policy renewals.

Skills:

Effective communication skills.

Ability to work well in a team and coordinate with various groups and teams throughout the company.

Strong organizational, analytical and time management skills.

Ability to handle multiple tasks under pressure.

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