Sales & Business Development:
Identify potential clients and generate leads through networking, referrals, and cold calling.
Explain various insurance products, policies, and coverage options to clients.
Customize insurance solutions based on client needs and risk assessment.
Achieve sales targets set by the company.
Client Relationship Management:
Assist clients in choosing the best insurance plans.
Maintain long-term relationships with existing customers.
Handle policy renewals and upgrades.
Address customer queries, claims, and complaints efficiently.
Policy Management & Compliance:
Ensure accurate documentation and policy issuance.
Keep up-to-date with industry regulations and compliance requirements.
Work closely with underwriters and claim departments for policy approvals and settlements.
Market Analysis & Reporting:
Analyze market trends and competitor offerings.
Provide reports on sales performance and customer feedback.
Suggest improvements in products and sales strategies.