Job Details
Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances