1.Develop marketing strategies to compete with other individuals or companies who sell insurance.
2.Sell various types of insurance policies to businesses and individuals on behalf of insurance companies
3.Meet potential clients to expand their customer base
4.Interview prospective clients to get data about their financial resources and discuss existing coverage
5.Explain the features of various policies
6.Analyze clients current insurance policies and suggest additions or changes
7.Customize insurance programs to suit individual clients
8.Handle policy renewals
9.Maintain electronic and paper records
10.Help policyholders settle claims
11.Provides service to clients changing insurance needs by selling life, health, and group insurance.
12.Establishes productive working relationships with clients.
13.Develops base for long-term sources of clients.
14.Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
15.Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Required Candidate profile