Duties:
New Business Development
Client profile maintenance
Customer service
Team Recurrent
Team Management
Team Training
Following up
Team meeting
Report and mis skills
Presentation PPT
Market watch
Competition tracking
Skills:
Strong verbal and written communication skills.
A professional appearance.
On-going training in the latest products and benefits.
Attendance at product launches and seminars.
Compliance according to state regulations and policies.
Responsibilities:
Conducting client meetings to explore their insurance requirements
Providing advice on the best insurance policies for their needs
Assisting clients with the application process
Answering any questions clients may have about their insurance policies
Reviewing insurance policies regularly to make sure they are still appropriate for the client’s needs
Updating clients on changes to their insurance policies
Maintaining accurate records of client interactions and any insurance policies sold