Key Responsibilities:
Client consultation and coordination through calls and emails.
Identify potential clients through networking, referrals, and cold calling.
Develop and maintain strong client relationships by understanding their insurance needs and providing tailored solutions.
Providing the information about the insurance plans according to the client’s needs.
Follow ups of the clients to convert the inquiries into business
Issuing the insurance policies on timely basis
Resolving the clients query
Stay updated on industry trends, market conditions, and competitor activity.
Manage leads, track sales activities, and generate reports for management review.
Participate in regular sales meetings, training sessions, and performance reviews to enhance sales techniques and product knowledge.