INSURANCE ADVISOR
- Customer Service, Finance, Insurance
- Full time
- Trinidad and Tobago
- 8 hour(s) ago
Job Overview
Date Posted:
Posted 8 hour(s) agoExperience:
4 yearsSalary:
UndisclosedLocation:
Couva or Freeport, Trinidad and TobagoExpiration date:
11/06/2026INSURANCE ADVISOR
Our client is seeking an Insurance Advisor to support insurance sales, build strong customer relationships and provide excellent after-sales service. The successful candidate will identify customers’ financial needs, recommend suitable products and contribute to individual and team sales goals.
Reports to: Manager, Insurance Sales
Key Responsibilities
• Identify customers’ savings, investment and insurance needs through a financial planning approach.
• Recommend suitable insurance products and identify referral opportunities for other financial services.
• Meet agreed sales, customer service and personal development objectives.
• Build and maintain relationships with customers, colleagues and support teams.
• Conduct follow-up calls to confirm customers’ understanding of their policies, review their goals and identify changing needs.
• Support customer retention by addressing concerns, reviewing available options and following up on lapsed policies.
• Contact customers regarding overdue premiums, understand changes in their circumstances and follow up on payment arrangements.
• Assist with policy servicing, including surrenders, withdrawals, premium adjustments, payment instructions, beneficiary changes and updates to personal information.
• Coordinate documentation and follow-up for claims, policy assignments, releases and other service requests.
• Maintain accurate customer records, record concerns and escalate matters where necessary.
• Comply with Know Your Customer requirements, regulatory obligations and internal policies and procedures.
• Participate in sales meetings, training and coaching sessions.
Skills and Knowledge
• Strong sales, customer service and relationship-building skills.
• Knowledge of insurance products, financial services and relevant transaction procedures.
• An understanding of customers’ financial needs at different life stages.
• Effective interviewing, prospecting and telephone sales skills.
• Clear communication and the ability to explain product features, benefits and requirements.
• Strong persuasion, negotiation and objection-handling skills.
• Accuracy and attention to detail when handling customer information and documentation.
• Good computer skills and the ability to use sales, service and customer management systems.
• Flexibility, empathy and the ability to remain calm under pressure.
• A collaborative approach and commitment to achieving agreed results.
Performance Expectations
Performance will be assessed against agreed individual and team objectives, including sales results, customer retention, service quality, operational accuracy, compliance and professional development.
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