Sales Marketing

· Attend meetings, seminars, and programs to learn about new products and services

· Calculate premiums and establish payment methods

· Report the progress of initiatives to stakeholders

· Maintain bookkeeping systems, databases, and records

· Monitor insurance claims

· Meet customers’ expectation to ensure satisfaction of insurance coverage

· Continuously educate yourself on the industry and learn about new products and services

· Fulfill all policy requirements

· Help clients settle any claims on their insurance

· Customize insurance programs to suit individual customer needs

· Ensure that policy requirements are fulfilled, including completion of the appropriate forms

· Inspect property in order to examine its overall condition and decide its insurance risk

· Make sure all paperwork is filled out and filed to put insurance policies in place

· Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company