Policy Analysis and Risk Assessment:Evaluating insurance applications and determining eligibility, coverage, and associated risks.
Policy Management:Processing new policies, renewals, extensions, and cancellations, and issuing necessary documentation.
Customer Service:Addressing client inquiries, resolving issues, and providing support throughout the policy lifecycle.
Relationship Management:Building and maintaining professional relationships with clients and insurers to ensure smooth operations and client satisfaction.
Sales and Marketing:Generating leads, making calls, and potentially assisting with marketing campaigns to sell insurance products.
Financial Needs Analysis:Conducting assessments to understand a client's financial situation and recommending suitable insurance and protection plans.
