Ca +***
Develop marketing strategies and promote all types of new insurance contracts or suggest additio to existing ones
Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Report the progress of month initiatives to stakeholders
Maintain bookkeeping systems, database and records
Monitor insurance claims to ensure mutual satisfaction
Achieve customer acquisition and revenue growth objectives
Constantly update job knowledge and learn about new products and services
Fulfill all policy requirements
Promote the insurance agency to customers who need insurance
Network with potential customers
Educate customers on each type of insurance coverage and make recommendations based on their needs
Evaluate current insurance policies and recommend additional coverage when needed
Maintain all insurance documents in a confidential way
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