Clearly explaining our various insurance policies and products to both prospective and current clients, helping them to identify the most suitable coverage for their needs.
Generating quotes, diligently maintaining client records, preparing necessary reports, and promptly addressing client questions regarding insurance plans and policies.
Proactively suggesting relevant modifications and updates to existing client insurance policies to ensure continued suitability.
Developing tailored insurance policies and comprehensive packages to meet individual client requirements.
Actively identifying and sourcing potential clients through the cultivation of professional networks, conducting cold calls, and leveraging referrals.
Providing expert advice to clients on potential risks and the advantages of different policy options.
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