As an Insurance Broker , you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers, helping protect what matters most to them.
Here's what a typical day looks like:
Assist customers with their daily insurance needs via phone, in person and by email
Provide quotes and sell new policies to customers
Manage walk-in queries, sales and up-selling of products to new and existing clients
Follow up on all client accounts to resolve outstanding activities
Remain up to date on product knowledge and build relationships with insurance providers
Continue self-development through industry and training and other courses
Generate leads through community involvement and events
Knowledge of each Insurance Company's products, endorsements, packages and payment plans
Conduct sales calls for new business and making timely renewal calls for existing customer business
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