Job Summary

The Customer Service Officer / Sales representative in the insurance sector is responsible for assisting customers with insurance products, handling inquiries, processing policies, and generating sales leads. The role focuses on building strong customer relationships while ensuring excellent service and achieving sales targets.

Key Responsibilities

• Greet and assist customers with insurance inquiries (life, health, motor, or general insurance)

• Explain insurance products, coverage options, benefits, and policy terms clearly

• Generate new sales leads and convert prospects into customers

• Process insurance applications, renewals, endorsements, and cancellations

• Handle customer complaints and resolve issues in a professional manner

• Maintain accurate customer records and policy documentation

• Follow up with customers regarding renewals and payments

• Meet or exceed individual and team sales targets

• Ensure compliance with company policies and insurance regulations

Required Skills and Qualifications

• Diploma or bachelor s degree in Business, Marketing, or a related field

• Strong communication and interpersonal skills

• Customer-focused attitude with basic sales skills

• Ability to explain technical insurance information in simple terms

• Good organizational and record-keeping skills

• Proficiency in MS Office and customer management systems

Preferred Qualifications

• Previous experience in insurance sales or customer service

• Knowledge of insurance products and industry regulations

• Certification or license in insurance (if required by local regulations