Sales & Insurance Executive (Account Management)
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.
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.
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