- 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 product to potential and existing clients, guides clients in selecting coverage to best meet their needs. - Suggest modifications and updates to clients existing insurance policies. - Builds customized insurance policies and packages to meet client’s needs. - Approaching new market strategies to cross sell the products to existing client base. - Approaching new client bases through email campaigning, social media campaigning, call canvassing and walking to the customers. - Processes insurance policy renewals. - Prospecting, quoting, presenting, closing and follow up the clients. - Handling customer objections and day to day claims with an immediate effect. - Maintaining prospects, quotations, renewals, new business and loss business records as required. - By introducing new payment method and plans, collecting outstanding payments before the due days.

- Developing and sustaining long-lasting relationship with customers. - Calling potential customers to explain company products and encourage purchases. - Maintaining an accurate record of sales, scheduled customer appointments, and customer complaints. - Informing product developers of possible product improvements and change to ensure that company products meet current market needs. - Analyzing competitor’s products to determine product features, benefits, shortfalls, and market success. - Maintaining sales records and prospects. - Collecting outstanding payments before the due days.