Lead Generation:
Proactively find new clients through networking, referrals, cold calling, and business directories.
Client Needs Assessment:
Consult with individuals and businesses to understand their specific insurance needs and potential risks.
Policy Sales & Explanation:
Recommend appropriate insurance products and policies, explaining their benefits, terms, and conditions.
Customer Relationship Management:
Build and maintain strong, long-term relationships with clients through ongoing support.
Record-Keeping & Reporting:
Maintain accurate client records, sales activities in CRM systems, and prepare reports for management.
Sales Targets & Performance:
Meet and exceed sales targets and performance metrics set by the company.
Post-Sale Support:
Assist clients with policy renewals, modifications, claims, and ensure overall customer satisfaction.
Industry Knowledge:
Stay informed about new insurance products, market trends, and changes in regulatory requirements.