Handle customer inquiries and complaints in a professional and timely manner.
September 02, 2023
Collaborate with underwriters and insurance carriers to negotiate terms and coverage options for clients.
September 13, 2023
Stay up-to-date on industry trends, regulations, and changes in insurance products to provide accurate and relevant information to clients.
September 14, 2023
Educate clients on various insurance products and help them make informed decisions about their coverage.
September 28, 2023
Analyze clients' current insurance policies and make recommendations for additional coverage or policy changes.
October 02, 2023
Provide guidance and support to junior insurance agents and assist with their professional development.
October 29, 2023
Process insurance applications, policy changes, and claims on behalf of clients.
November 01, 2023
Develop and maintain relationships with clients to understand their insurance needs and provide appropriate coverage options.
November 14, 2023
Meet sales targets and revenue goals set by the insurance agency or brokerage.
November 14, 2023
Maintain accurate records of client interactions, transactions, and policy details.
November 24, 2023