Sales & Insurance Executive - Account Management

Job Description

About the Role

We’re looking for a driven and customer-oriented Sales & Insurance Executive to join our Automotive Finance team. You’ll play a key role in connecting car buyers and sellers with the right financing and insurance solutions — while driving growth across our digital listing and advertising platforms.

This is a dynamic, fast-paced role that combines consultative selling, customer engagement, and operational excellence.

Key Responsibilities

1. Existing Customer Servicing & Account Management

• Manage and maintain relationships with existing customers, providing responsive and personalized support throughout the customer lifecycle.

• Serve as the primary point of contact for customer enquiries, insurance requirements, and service requests.

• Proactively follow up on outstanding matters, applications, renewals, and service requests to ensure timely resolution and a seamless customer experience.

• Maintain accurate and up-to-date customer and account records in accordance with internal procedures and service standards.

2. Customer Retention & Relationship Development

• Build strong, long-term relationships with existing customers through consistent and professional account servicing.

• Identify opportunities to deepen customer relationships through relevant product recommendations, renewals, insurance, and other value-added services..

• Provide clear and accurate information on insurance options, pricing, and applicable terms in line with underwriting guidelines and internal policies.

• Collaborate with internal teams and external partners to facilitate smooth processing and resolution of customer requests.

3. Policy & Documentation Management

• Prepare and review all insurance documentation, applications, and endorsements prior to processing.

• Handle policy endorsements, renewals, cancellations, and billing adjustments.

• Coordinate the issuance of invoices, refunds, and policy documents in a timely manner.

4. Operational Excellence & Collaboration

• Ensure data accuracy and completeness across internal systems and customer records.

• Liaise closely with internal teams (Sales, Finance, Operations) and external partners (insurers, banks, customers).

• Respond promptly to customer inquiries and coordinate appointments efficiently.

• Contribute to process improvement initiatives to enhance customer experience and operational efficiency.

Qualifications

• 1–2 years of experience in account handling and general insurance

• Excellent communication and follow-up skills with a strong customer-first mindset.

• Confident in conducting needs assessments, overcoming objections, and closing deals.

• Detail-oriented with good Excel and documentation handling skills.

• A proactive learner with the ability to work independently and collaboratively in a fast-moving environment.

• Strong negotiation and problem-solving abilities.

Additional Information

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