Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. Calculate premiums and establish payment method. Customize insurance programs to suit individual customers, often covering a variety of risks. Sell various types of insurance policies to businesses and individuals including automobile, fire, life, property, medical and specialized policies. 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. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. Contact underwriter and submit forms to obtain binder coverage. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. Confer with clients to obtain and provide information when claims are made on a policy.

Prepared repair estimates for damaged automobiles and homeowners' property claims.Negotiated settlement of automobile and property claims with other insurance companies and customers.Established rapport and maintained contact with contract clients with insurance claims.Prepared paperwork to activate, process and resolve insurance claims; oversaw customer claims through quality checks and other follow-up; identified and resolved client concerns. Prepared a variety of status reports, including claim activity, follow-up, and adherence to goals; reported on special developments, information, or feedback gathered from customers.