Duties/Responsibilities

• Contacts prospective clients about insurance products and policies.
• Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
• Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
• Suggests modifications and updates to clients existing insurance policies.
• Builds customized insurance policies and packages to meet clients needs.
• Processes insurance policy renewals.
• Assists clients with filing insurance claims.
• Maintains print and electronic records and files as required.
• Performs other related duties as assigned.

Attributes

• Extensive knowledge of various insurance products and policies.
• Ability to determine best insurance policy for individual clients.
• Excellent interpersonal and sales skills.
• Ability to identify and contact prospective clients.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.

Qualifications

• Diploma or equivalent required, a Degree will be an added advantage.
• Two years of related experience preferred.