Overview
Identify and approach potential clients to promote insurance products and services.
Explain different insurance policies, benefits, terms and conditions to prospective customers.
Assess customers’ insurance needs and recommend suitable insurance solutions.
Develop and maintain strong relationships with existing and prospective clients.
Generate new business opportunities through personal contacts, referrals and networking.
Assist customers with completing insurance applications and required documentation.
Follow up with clients regarding policy renewals, payments and customer inquiries.
Achieve assigned sales targets and contribute towards business growth.
Maintain professional customer service and confidentiality at all times.
