Customer Acquisition:
Identifying and prospecting new customers, often through leads, cold calling, or client referrals, to sell insurance products directly.
Sales & Relationship Management:
Promoting and selling insurance policies, understanding client needs, recommending suitable products, and building strong, long-term customer relationships to ensure satisfaction and retention.
Target Achievement:
Meeting and exceeding sales quotas and targets assigned by the company.
Customer Service:
Providing ongoing customer support, addressing inquiries, resolving issues, and handling policy renewals.
Product Knowledge:
Staying updated on various insurance products, market trends, and regulatory requirements to effectively advise clients.
Data Management:
Maintaining accurate customer databases, documenting sales activities, and updating lead information.
Collaboration:
Working with other departments, such as underwriting, claims, and operations, to ensure seamless customer service.