About Company
Swan Life Ltd. is a leading financial services and insurance provider in Mauritius, renowned for its commitment to excellence and customer-centric approach. With a rich history spanning over a century, we offer a comprehensive suite of life insurance, pension, and investment solutions designed to protect and grow our clients’ financial futures. At Swan Life, we believe in empowering our employees to achieve their full potential, fostering a dynamic and supportive work environment where innovation and collaboration thrive. We are dedicated to making a positive impact on the lives of Mauritians, providing security and peace of mind through expertly crafted financial products and unparalleled service. Join a team that values integrity, professionalism, and a passion for helping others.
Job Description
Are you a highly motivated and client-focused individual with a passion for helping people secure their financial future? Swan Life Ltd. is seeking a dedicated Insurance Advisor to join our vibrant team in Sodnac, Quatre Bornes. In this pivotal role, you will be at the forefront of our client engagement, guiding individuals and families through the complexities of insurance policies and assisting them with their claims. You will be responsible for understanding client needs, providing tailored advice on a wide range of life insurance products, and ensuring a seamless experience from policy inception to claims resolution.
This role demands an individual with exceptional communication skills, a keen eye for detail, and a deep understanding of insurance principles. You will manage a portfolio of clients, build lasting relationships, and identify opportunities to enhance their coverage as their lives evolve. Furthermore, you will play a crucial role in supporting clients during difficult times by expertly managing their claims processes, offering empathetic guidance, and ensuring timely and fair resolutions. This is more than just a sales role; it’s about becoming a trusted advisor, a problem-solver, and a vital link between our clients and the security we provide. If you are driven by a desire to make a tangible difference in people’s lives and thrive in a challenging yet rewarding environment, we encourage you to apply. We offer extensive training, professional development opportunities, and a supportive team culture that celebrates success and fosters continuous growth.
Key Responsibilities
- Serve as the primary point of contact for clients, providing expert advice on life insurance policies, pension plans, and investment products.
- Conduct thorough needs analyses to understand clients' financial goals, risk tolerance, and current insurance coverage.
- Present tailored insurance solutions and clearly explain policy features, benefits, terms, and conditions.
- Assist clients diligently through the claims process, from initial submission to final settlement, ensuring empathy and efficiency.
- Build and maintain strong, long-term relationships with clients through regular communication and proactive follow-ups.
- Achieve and exceed individual sales targets and client satisfaction metrics.
- Maintain accurate and up-to-date client records and policy information in the company's CRM system.
- Stay abreast of industry trends, new products, and regulatory changes to provide informed advice.
- Collaborate with internal teams (underwriting, legal, claims) to ensure smooth client service and policy administration.
- Adhere strictly to all company policies, ethical guidelines, and regulatory requirements.
Required Skills
- Proven experience in insurance sales, financial services, or customer advisory roles.
- Exceptional interpersonal and communication skills (verbal and written).
- Strong negotiation and persuasion abilities.
- Customer-centric mindset with a commitment to service excellence.
- Ability to analyze complex information and explain it clearly to clients.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- High level of integrity, ethics, and professionalism.
- Results-oriented with a proven track record of meeting targets.
Preferred Qualifications
- A Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Professional certifications in insurance (e.g., ACII, CII qualifications) or financial planning.
- Fluency in English and French; Creole is a significant advantage.
- Familiarity with local Mauritian insurance regulations and market dynamics.
- Experience using CRM software for client management.
Perks & Benefits
- Competitive base salary with attractive commission and bonus structures.
- Comprehensive health and life insurance coverage.
- Generous retirement and pension plans.
- Ongoing professional development and career advancement opportunities.
- Supportive and collaborative work environment.
- Employee wellness programs.
- Paid time off and holidays.
- Performance recognition and rewards.
How to Apply
Interested candidates are encouraged to apply by clicking on the link below. Please submit your detailed CV and a cover letter outlining your relevant experience and why you are the ideal candidate for this role. Only shortlisted candidates will be contacted for an interview.