 Prospect for new clients/members and develop clientele by networking in community Interview prospective clients to obtain data about their financial resources and insurance needs Customize insurance plans to suit individual customers, often covering a variety of risks Cross sell current clients Execute and facilitate Insured’s service request Assist travel department as needed Provide exceptional customer service to generate repeat business and referrals

 Customize insurance programs to suit individual customers, often covering a variety of risks Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms Explain features, advantages and benefits of various policies to promote sale of insurance plans Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including  automobile, fire, life, property and medical insurance

 Interview prospective clients to get data to advise on proper coverage Explain features of various policies Customize insurance programs to meet individual needs Maintain electronic and paper records Cross sell products