Process insurance applications and ensure all necessary paperwork is completed accurately and in a timely manner.
September 03, 2023
Collaborate with underwriters and insurance carriers to negotiate terms and coverage for clients.
September 07, 2023
Adhere to ethical and legal standards in the insurance industry and maintain confidentiality of client information.
September 19, 2023
Educate clients on the importance of life and health insurance and the benefits of having adequate coverage.
October 06, 2023
Stay up-to-date on industry trends, regulations, and changes in insurance products to provide informed advice to clients.
October 20, 2023
Provide information and guidance to clients on different types of life and health insurance coverage options.
November 06, 2023
Participate in networking and marketing activities to generate leads and expand client base.
November 08, 2023
Assess clients' insurance needs and recommend appropriate policies based on their financial situation and health status.
November 10, 2023
Sell life and health insurance policies to individuals and businesses.
November 24, 2023
Maintain relationships with existing clients and provide ongoing support and assistance with policy management and claims.
November 27, 2023
