info الوصف
الوظيفي
Key Activities and Responsibilities of the Role:
- Develop positive working relationships with clients
- Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs.
- Deliver policy proceeds after a claim is filed and approved.
- Communicate with insurance adjusters about the life cycle of each claim.
- Explain the differences in policy specifics so clients can make informed decisions about their purchases.
- Assist with obtaining underwriting approval.
- Respond to clients’ questions and complaints.
- Follow up with clients after initial meetings or conversations.
- Participate in continuing education programs in both insurance and sale.
Skills
- Sales skills
- Communication skills
- Computer skills
- Insurance background
- Convincing skills
- Customer care knowledge