· Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
· Contact potential clients and create rapport by networking, cold calling, using referrals etc
· Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
· Collect information from clients on their risk profiles in order to offer them the proper solution
· Prepare reports to shareholders on the success of your business endeavors
· Retain continuous awareness of transactions, sales and terms and keep relative records
· Check insurance claims to solidify trust and safeguard reputation
· Frequently replenish job-specific knowledge and apply it on the field
· Fulfill all company-established policy obligations