Building and maintaining strong, profitable relationships with key clients.
Understanding client needs and providing tailored insurance solutions.
Explaining insurance products, features, benefits, and pricing.
Handling customer inquiries and complaints promptly and professionally.
Resolving customer issues and ensuring a smooth claims process.
Lead Management and Sales Support:
Following up on leads and converting them into clients.
Preparing quotations and managing customer inquiries.
Assisting with policy renewals, upselling, and cross-selling.
Forwarding leads to sales agents when necessary.
Data Management and Reporting:
Maintaining accurate customer records and CRM data.
Tracking and managing policy applications.