About the Sales and Marketing Intern role
The Sales and Marketing Internship offers a unique opportunity to gain hands-on experience in the insurance industry and develop essential skills in business development.
Duties and Responsibilities
- Identify and acquire potential Agency Leaders (AL). The AL’s will lead a team of sales agents, ensuring they meet sales targets, and provide them with training and support.
- Effectively gather information from potential Insurance Agents (IA) and Agency Leaders.
- Facilitate the onboarding process for Insurance agencies and Agency Leaders onto the app.
- Strategically maintain and enhance business relationships with branches.
- Contribute to decision-making processes regarding investment allocation among branches.
- Assist in monitoring and evaluating AL and branch performance and recommend necessary action.
- Undertake administrative tasks of the Business Development (BD) department to ensure smooth operations of the department.
Note:
This job description outlines primary responsibilities and reflects the proactive approach expected from team members. Additional duties may be assigned as required to meet organizational needs.
Requirements for the role
- A bachelor’s degree in business, finance, insurance, marketing, or a related field is preferred.
- Possess at least 6 months of experience in insurance sales, customer experience or any other related position at an insurance company or Brokerage/agency.
- Demonstrate a strong passion for enhancing customer experience.
- Exhibit enthusiasm for collaborative efforts in improving the application.
- A solid understanding of the insurance industry, including different types of insurance products, coverage options, and basic principles of risk management.
- Previous experience in customer service, account management, or a related field is preferred. Experience in the insurance industry is necessary.
- Strong communication skills, both written and verbal, are crucial. The ability to analyze and solve problems efficiently.
- A customer-centric mindset with a genuine commitment to providing excellent service.
- Strong organizational skills to manage client portfolios, track communications, and ensure that policy renewals and other deadlines are met.
- Familiarity with customer relationship management (CRM) software and other relevant tools used in the insurance industry.
- Awareness and understanding of insurance regulations and compliance requirements to ensure that all interactions and policies adhere to legal standards.
- The ability to adapt to changes in the insurance landscape, including policy updates, industry trends, and regulatory changes.
