Key Responsibilities:
Lead Conversion:
Proactively engage with leads generated through various channels, including but not limited to,
digital marketing, referrals, and walk-ins.
Build and nurture strong relationships with potential clients to understand their insurance needs
and provide customized solutions. ...
Present and explain insurance products effectively, addressing any concerns and objections to
facilitate lead conversion.
Collaborate with the sales and marketing teams to implement strategies for lead generation and
conversion.
Insurance Policy Issuance:
Guide clients through the application and underwriting process, ensuring all necessary
documentation is completed accurately and efficiently.
Collaborate with underwriting and processing teams to expedite policy issuance while
maintaining a high standard of accuracy.
Keep clients informed about the status of their applications and provide timely updates
throughout the issuance process.
Customer Service:
Serve as a primary point of contact for existing clients, addressing inquiries, concerns, and
policy-related questions promptly and professionally.
Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, and
explore opportunities for upselling or cross-selling.
Collaborate with the customer service team to enhance overall customer experience and resolve
issues in a timely manner.
Relationship Building:
Develop and maintain strong relationships with clients to foster long-term loyalty and retention.
Attend networking events, conferences, and other industry gatherings to expand the company's
network and generate potential leads.
experience
3show more Key Responsibilities:
Lead Conversion:
Proactively engage with leads generated through various channels, including but not limited to,
digital marketing, referrals, and walk-ins.
Build and nurture strong relationships with potential clients to understand their insurance needs
and provide customized solutions.
Present and explain insurance products effectively, addressing any concerns and objections to
facilitate lead conversion.
Collaborate with the sales and marketing teams to implement strategies for lead generation and
conversion.
Insurance Policy Issuance:
Guide clients through the application and underwriting process, ensuring all necessary
documentation is completed accurately and efficiently.
Collaborate with underwriting and processing teams to expedite policy issuance while
maintaining a high standard of accuracy.
Keep clients informed about the status of their applications and provide timely updates
throughout the issuance process.
Customer Service:
Serve as a primary point of contact for existing clients, addressing inquiries, concerns, and
policy-related questions promptly and professionally.
...
Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, and
explore opportunities for upselling or cross-selling.
Collaborate with the customer service team to enhance overall customer experience and resolve
issues in a timely manner.
Relationship Building:
Develop and maintain strong relationships with clients to foster long-term loyalty and retention.
Attend networking events, conferences, and other industry gatherings to expand the company's
network and generate potential leads.
experience
3show more
