Insurance

Service Description

- 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