Perform cost-benefit and needs analysis of existing/potential customers to meet their needs.
Achieve agreed upon sales targets and outcomes within schedule.
Coordinate sales effort with team members and other departments.
Analyze the territory/market?s potential, track sales and status reports.
Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
Present, promote and sell services using solid arguments to existing and prospective customers.
Support policy holders to liaise with claims department.
Explain the features of various policies and customize insurance programs to suit individual clients.
Obtains underwriting approval by completing application for coverage.
Perform a presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
Handle policy renewals
Ensure outstanding customer satisfaction by maintaining strong working relationships.
Guide and lead team members to deliver products/services that meet or exceed the customer requirements.
Handle client issues throughout the implementation life cycle in a timely and accurate fashion.
Maintain complete and accurate customer correspondence data.
Managing client relationships to build a reputation for excellent service and generate repeat business.
Work with customer service, marketing staff and operations to maintain a customer-focused attitude with a focus on activities that create lifetime customers.
Expedite the resolution of customer problems and complaints to maximize satisfaction.
