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1

insurance consultant

  • Advising  clients about the different policies as per their needs and Requirements .
  • Calculating premiums and terms for them .
  • Taking cheques and dispatching policy bonds .
  • Determine policy contract provisions for each type of insurance. 
2

insurance consultant

  • Service personal and commercial insurance accounts, order policy changes, provide estimates on auto, home, recreational vehicles, general liability, surety bonds and Mexico liability insurance. 
  • Report claims to insurance companies, verify coverages, process payments for clients and order renewals.  
  • Office duties consisted of, answering the phone, scanning, copying, faxing, filing and word processing and process outgoing mail. Type applications that are not accessible online for quotes and renewal business. 
  • Remarket accounts due to price increases and solicit other lines of business and offer discounts available. 
3

insurance consultant

  • Research and target potential clients
  • Increase insurance need and awareness
  • Fact finding and study to determine insurance need
  • Manage and learn how to make a goodpresentation according to needs discovered inprecedent meetings
  • Discover and improve several closing techniquesand handling objections
  • Manage excellent after sales service
  • Establish excellent relations with clients
4

insurance consultant

  • Build and maintain a client base; keep clients informed about products and services for, but not limited to, life and health insurance, mutual funds, retirement plans and annuities.
  • Provide knowledgeable financial guidance to clients to ensure that their retirement is customized to their financial needs
  • Aid the underwriter in assessing risk by evaluating all factors using detailed information from prospective to help minimize loss.
  • Follow through with underwriting to be sure that client applications are being processed in an effective and timely manner
  • Maintain contact with existing clients on an ongoing basis to determine whether their financial needs have changed.
  • Cold call potential clients based on acquired leads, client referrals and web inquiries.
  • Educated in products and services for retirement and money management in the changing economy
5

insurance consultant

  •  Respond to clients’ insurance-related questions and issues 
  •  Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals 
  •  Describe the advantages and disadvantages of different policies to promote the sale of insurance plans. 
  •  Create and implement marketing strategies to compete with other individuals or insurance companies. 

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