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1

insurance broker

  • Selling various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance.
  • Explaining features, advantages and disadvantages of various policies to promote the sale of insurance plans.
  • Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals.
  • Share client information with insurance carriers to determine which products are best to recommend.
2

insurance broker/ i.t

  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including  life,  medical and dental insurance.
  • Sells various types of insurance policies to businesses and individuals on behalf of insurance companies, including health, dental, vision and life options.
  • Calls on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Seeks out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
3

insurance broker

  • Sell auto, boat, motorcycle, and renters insurance policies
  •  Renew,make changes and update clients policies as needed
  •  Take monthly payments in office or over the phone for clients
  • Calculated premiums and established payment methods for clients
4

insurance broker

  • Providing insurance advice and information to potential clients and preexisting customers. 
  • Sell life, property, and casualty insurance to potential clients and customers. 
  • Maintain the facility to the utmost cleanliness. 
  • Process claims and file reports to the company. 
  • Deposit daily cash premiums. 
  • Document and asses new client’s information for potential eligibility for Insurance. 
  • Acquire information on client’s homes and automobiles, taking pictures, measurements, and getting necessary information to provide them with insurance.  
5

insurance broker

  • Outbound call room working B leads, building relationships with current or potential clients over the phone and either scheduling appointments for home visits with agents in the area, or selling the policy through the mail
  • Sell auto, boat, renters, motorcycle policies
  • Renew policies
  • Answer calles

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