InsuranceMarket.ae™
Website:
insurancemarket.ae
Job details:
Travel Insurance Sales Advisor
100% Remote
Role Overview
As a Junior Insurance Advisor, you will be the first point of contact for customers
seeking insurance solutions through our digital insurance platform. Your primary
responsibility is to understand each customer's needs, provide unbiased guidance,
compare insurance products across multiple insurers, and help customers purchase the
most suitable insurance policy.
This role combines consultative selling with customer service, requiring you to build trust
through professional advice rather than simply selling products. Working in a fast-paced
digital environment, you will engage with customers generated through online channels,
ensuring a seamless and exceptional customer experience from inquiry to policy
issuance.
The ideal candidate is customer-focused, eager to learn, commercially driven, and
passionate about helping customers make informed insurance decisions.
Key Responsibilities
Customer Engagement & Advisory
- Respond promptly to inbound insurance enquiries received through the company's website, mobile application, digital marketing campaigns, referral partners, and other lead generation channels.
- Understand customer requirements through effective needs analysis and fact-finding.
- Educate customers on available insurance products, policy benefits, exclusions, deductibles, and optional covers in a simple and transparent manner.
- Compare insurance quotations from multiple insurers and recommend the most appropriate solution based on customer needs, coverage requirements, and budget.
- Build customer confidence through ethical, professional, and consultative advice.
- Guide customers through the complete insurance purchase journey until successful policy issuance.
Sales
- Convert qualified leads into successful policy sales while maintaining high service standards.
- Consistently achieve or exceed assigned daily, monthly, quarterly, and annual sales and premium targets.
- Identify opportunities to cross-sell and upsell additional insurance products whenever appropriate.
- Maintain a healthy sales pipeline and proactively engage customers with pending quotations.
- Support customer retention by delivering an outstanding buying experience that encourages renewals, referrals and online reviews.
Customer Experience
- Deliver exceptional customer service across all communication channels.
- Address customer queries promptly and professionally.
- Resolve customer concerns by coordinating effectively with insurers and internal stakeholders.
- Maintain empathy, professionalism, and a solution-oriented approach during every customer interaction.
- Contribute towards achieving customer satisfaction (CSAT), quality assurance, and service-level objectives.
Operational Excellence & Compliance
- Ensure every customer interaction complies with the regulations of the Central Bank of the UAE and all applicable internal compliance policies.
- Maintain complete and accurate customer records within the CRM and policy management systems.
- Ensure documentation submitted by customers is complete and accurate before policy issuance.
- Coordinate with underwriting, operations, and insurer partners to facilitate smooth processing of quotations, referrals, endorsements, and policy issuance.
- Maintain confidentiality of customer information in accordance with data privacy and information security policies.
- Adhere to internal quality standards and audit requirements at all times.
Product Knowledge & Continuous Learning
- Develop a strong understanding of personal lines insurance products offered by the company.
- Stay updated on insurer products, underwriting guidelines, pricing changes, and promotional campaigns.
- Participate in all mandatory product, compliance, and sales training programmes.
- Continuously improve product knowledge, communication skills, and sales
- techniques.
Key Qualifications
a) Education - Bachelor’s degree in any field.
b) Experience - 2+ years of experience in insurance sales, insurance brokerage or
customer delivery roles.
c) Area of Work - Experience working on insurer portals.
d) Expertise - Demonstrated success in contributing to insurance sales and
understanding of insurance products. Fresh graduates with relevant internships and
strong communication skills may also be considered.
Core Skills
- Knowledge of retail insurance products or related sales roles.
- Customer focus, active listening skills, ability to explain complex insurance concepts clearly.
- Excellent verbal and written communication skills in English. Additional languages would be an advantage.
- Proven ability to achieve sales and conversion targets.
- Understanding of personal lines insurance products.
Why Join Us?
Be part of a high-impact organization driving innovation in customer experience. Flexible,
collaborative, and diverse team culture. Opportunities for professional growth and exposure
to varied insurance products.
Click on Apply to know more.