Build and maintain strong relationships with existing and prospective clients to drive business growth.Identify customer insurance needs and offer suitable life, health, or general insurance products.Acquire new clients through referrals, cold calling, networking, and market intelligence.Maintain high levels of customer satisfaction through prompt and efficient service.Cross-sell and upsell insurance products such as life insurance, health insurance, and retirement plans.Ensure policy renewals and minimize lapses by maintaining regular follow-ups.Educate clients about product features, benefits, terms, and conditions.Ensure compliance with internal and regulatory guidelines.Prepare regular reports on sales and client interactions using CRM tools.Coordinate with underwriting, claims, and operations teams to ensure seamless customer experience.
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