- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
- Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain bookkeeping systems, database and records
- Monitor insurance claims to ensure mutual satisfaction
- Achieve customer acquisition and revenue growth objectives
- Constantly update job knowledge and learn about new products and services
- Fulfill all policy requirements
Proven working experience as an Insurance Agent or relevant experienceFamiliarity with all types of insurance plans (automobile, fire, life, property, medical etc)Basic computer knowledge and statistical analysisProven ability to work with goalsDemonstrated ability to communicate, present, influence and sell effectivelyExperience in delivering client-focused solutions and in creating long-lasting relationshipsHigh school or BS degree