Call potential clients in order to expand their own customer base
Interview prospective clients to get information about their financial resources and discuss existing coverage
Explain the features of various policies
Analyze clients’ current insurance policies and suggest additions or other changes
Customize insurance programs to suit individual clients
Handle policy renewals
Maintain electronic and paper records
Develop marketing strategies and promote all types of new insurance contracts or suggest additions / changes 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 monthly/quarterly 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

Job Qualifications