Prospecting and lead generation: Find new clients through cold calling, networking, and referrals. Client needs analysis: Meet with clients to understand their insurance needs and risk profiles. Sales and client advising: Recommend and sell appropriate insurance policies, explain policy features…
Gather insurance quotes from different insurers for comparison. Prepare and present detailed proposals and quotes. Manage revisions, approvals, and validity timelines for quotations. Ensure accuracy in calculations, especially for pricing. Update the CRM system and maintain a client pipeline. Submit…