- Invent effective marketing strategies to sell insurance plans to new clients or up-sell to current clients
- Use methods such as networking, cold calling etc to spot opportunities and cultivate trust with potential customers
- Gauge the condition of business or individual customers and discover plans according to their requirements
- Collaborate with clients to introduce them with befitting risk management strategies
- Submit regular reviews of progress to interested parties
- Retain and renew bookkeeping systems, database and records
- Oversee insurance claims to ensure fair dealing and satisfaction
- Accomplish predetermined development goals by obtaining new clients
- Follow the market trends and continuously refurbish knowledge on products and services
- Fulfil all policy requirements
Proven experience as an Insurance BrokerKnowledgeable in all types of insurance plans (automobile, fire, life, property, medical etc)Basic understanding of computers and statisticsResults-drivenDemonstrated ability to present, persuade and eventually sellExperience in delivering client-focused solutions and in creating long-lasting relationshipsValid licence to practice professionHigh school or BSc degree