SALES OFFICER – Eve Anderson Recruitment Guyana Inc.

Key Responsibilities

• Identify, prospect and secure new individual and corporate clients.
• Develop and maintain a pipeline of potential customers.
• Promote the provision of brokerage services across all lines of business.
• Achieve monthly, quarterly and annual sales targets.
• Conduct client meetings, presentations and sales calls.
• Prepare and submit quotations, proposals and tender documents.
• Negotiate terms and conditions with clients within approved authority limits.
• Manage the insurance portfolio of designated clients including the management of claims.
• Ensure the provision of timely and professional processing of claims by: Receiving information on claims from clients and advise insurers of such matters.
• Ensuring prompt and accurate claim registration, documentation, and reporting in accordance with internal procedures and regulatory requirements.
• Assisting clients with their claim submissions.
• Reviewing claim documents, policy wordings and coverage triggers to assess liability and recommend appropriate courses of action.
• Monitoring claim progress, maintain detailed claim files, and ensure timely follow-up for outstanding claims information and documents with clients, insurers and third-party service providers.
• Delivering expert guidance on claims processes, policy interpretation, and risk mitigation strategies.
• Managing client expectations while ensuring fair and efficient resolution of claims.
• Build and maintain strong relationships with existing clients.
• Conduct regular client reviews to identify additional insurance needs.
• Address client inquiries and provide timely solutions.
• Assist with policy renewals and retention initiatives.
• Make all efforts to ensure that existing clients remain on the books.
• Ensure a high level of customer satisfaction and service delivery.
• Identify emerging market opportunities and industry trends.
• Identify cross-selling and up-selling opportunities within existing accounts.
• Participate in networking events, trade shows and business forums.
• Develop strategic partnerships to generate referrals and leads.
• Gather competitor intelligence and market information.
• Ensuring at all times that rates obtained from Insurers are fair and equitable.
• Ensuring that in the placement of a risk, to the best of your knowledge and ability, all material information is obtained and conveyed to insurers.
• Prepare weekly and monthly sales reports.
• Ensure all client documentation is complete and compliant.
• Ensure timely delivery of all documentation to insurers and clients.
• Collection of insurance premiums from clients in keeping with the company policy and the Insurance Act.
• Stay current on industry trends, regulatory changes, and emerging risks.
• Ensure al client files, records, and communication meet company standards.
• Adhere to all insurance regulatory requirements and company compliance Ensure compliance with Anti-Money Laundering (AML) and Counter Financing of Terrorism (CFT) regulations.
• Maintain confidentiality of client information.
• Uphold ethical sales practices and professional standards.
• Maintaining the Company’s standards of ethical behavior in relationships with insurers.
• Acting at all times in a manner which does not bring the company into disrepute.
• Verifying the accuracy, completion and authorization of transactions generated during the course of business.
• Any other related duty as required.

Requirements

• Associate degree, Diploma or bachelor’s degree in business administration, Marketing, Insurance, Sales or a related field.
• Insurance qualifications such as ACII, Dip CII, COP, or equivalent would be an asset.
• Minimum of 2-3 years’ sales experience, preferably within the insurance.
• Knowledge of general insurance products and services.
• Valid driver’s permit and access to a reliable vehicle will be required.
• Strong sales and negotiation skills.
• Excellent verbal and written communication skills.
• Relationship-building and networking abilities.
• Customer-focused mindset.
• Strong presentation and proposal-writing skills.
• Good organizational and time-management skills, Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite and CRM software.
• Knowledge of insurance regulations and industry practices.

How to Apply