Jr. Account Manager- Operation General insurance

1 week ago

Cairo, Cairo, Egypt Crescent Egypt Insurance Brokers S.A.E Full time 15,000 - 30,000 per year

Job Description (JD):

 Schedule a meeting with the client to introduce services and understand their business.

 Request necessary documents (e.g., insured property details, commercial register, tax card).

 Create a quotation for the suitable insurance policy.

 Conduct a market survey by requesting offers from insurance companies.

 Follow up with insurance companies for their inquiries.

 Compare and analyze insurance offers (rates, coverage).

 Meet with the client to review and select the best offer.

 Send an order email to the chosen insurance company.

 Request a draft copy of the policy for review.

 Send the draft to the client for approval.

 Upon confirmation, send a final email to the insurance company and issue the original

policy.

 Arrange a courier to collect the original policy.

 Review and register the policy on the app.

 Request courier service to deliver the original policy to the client.

 Collect premium payment from the client.

 Obtain and deliver payment receipt from the insurance company to the client.

Qualifications :

Knowledge & Education:

  • Knowledge with all types of general insurance is a must.

  • 1 to 3 years' experience in brokerage field.

  • CII certificate is plus.

Skills & Abilities:

  • Good communication skills is must

  • Excellent knowledge with excel

  • Good in English

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