To achieve new business sales targets for the number of customers as well as the line of business sales to customers brought in. • To develop technical skills and product knowledge for each line of business in general and life insurance. • Develop strong internal relationships with the support team as the role will be supported by the underwriting and operations team for client quotations, endorsements, claims. • Coordinating with Insurance Companies by building strong relationships with senior level insurance company executives for escalations and further quote negotiations. • Submission of Quotes to customers and follow up with them by way of meetings, phone and email for query resolution and closure. • Supporting the preparation of Pre-Sales Proposals for new business sales presentations, client servicing presentations and reports • Responsible for filing & documentation of all client files with relevant information • Resolving &/or escalating client queries in a timely manner as per established TATs.