- Conduct client assessments to evaluate insurance needs and potential risk
- Meet/Exceed Sales goals by Policy Premium
- Recommend appropriate products including auto, home, life, and health insurance
- Clearly explain policy terms, coverage, and pricing
- Prepare and submit insurance applications and related documentation
- Manage policy renewals and support clients through the claims process
- Stay informed on current products, compliance requirements, and industry updates
- Build strong client relationships and contribute to revenue growth
- Ensure accurate documentation and timely processing of applications
- Report on sales performance and relevant metrics
CRM