Calculate premiums and establish payment method.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Confer with clients to obtain and provide information when claims are made on a policy.
Contact underwriter and submit forms to obtain binder coverage.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Extensive work experience
Admirable ability to prepare routine administrative paperwork in a timely manner
Remarkable leadership and management skills
Strong ability to persuade customers
Solid analytical and problem solving skills
Excellent in information gathering, data compilation, and preparation of reports
Knowledgeable in planning and scheduling techniques
Sharp mind for learning Insurance Service’s automation system