Insurance Broker
Current• Conducted market research to identify a target audience and potential leads o Maintain accurate records of client accounts through managing CRM system • Contact potential clients through various channels including cold calling, text, email or social media• Engaged contacted clients to understand their insurance needs and risk profiles using consultative approach and in-depth risk assessment • Analyzed and researched insurance products from various carriers to identify suitable coverage options and competitive premiums for clients o Tailored insurance packages to meet each client’s unique requirements, ensuring they have adequate coverage for potential risks • Explained policy features, coverage limits, and exclusions to clients, ensuring they have a comprehensive understanding of the recommended insurance solutions o Obtained quotes from insurance carriers and presented clients with comprehensive comparisons to help them make informed decisions • Assisted clients in managing their insurance policies including renewals, adjustments, and handling claims when necessary • Clavated and maintained strong relationships with clients, prospects, and insurance providers to grow the client base and expand business opportunities • Ensured all insurance applications, client records, and related documentation are accurate, complete, and compliant with industry regulations and emerging products to offer up-to-date advice to clients • Attended industry events, conferences, and networking opportunities to enhance my knowledge and build a strong professional network
