Key Responsibilities:
1. Client Relationship Management:
- Build And Maintain Strong Relationships With Clients To Understand Their Insurance Needs.
- Provide Personalized Insurance Advice And Solutions Tailored To Client Requirements.
2. Insurance Product Knowledge:
- Stay Updated On Various Insurance Products (life, Health, General, Etc.) And Their Features.
- Recommend Suitable Insurance Policies Based On Client Needs And Risk Assessment.
3. Sales And Growth:
- Identify Potential Clients And Generate Leads Through Networking, Referrals, And Outreach.
- Meet Sales Targets And Contribute To The Growth Of The Insurance Portfolio.
4. Policy Management:
- Assist Clients In Purchasing Policies, Handling Paperwork, And Ensuring Smooth Onboarding.
- Provide Ongoing Support For Policy Renewals, Claims, And Updates.
5. Risk Assessment:
- Evaluate Client Risk Profiles And Suggest Appropriate Coverage Options.
- Educate Clients On The Importance Of Insurance And Risk Management.
6. Documentation And Compliance:
- Ensure All Insurance Documents And Policies Comply With Regulatory Standards.
- Maintain Accurate Records And Reports As Required By The Company And Regulatory Bodies.
Customer Relationship Management .
Communication .
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