Insurance representatives advise on and Motor, Personal Accident, Liability, Fire, Marine and other types of insurance to new and established clients.
Tasks include –
Obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and ...
Call potential clients to expand their customer base
Explain the features of various policies
Analyze clients’ current insurance policies and suggest additions or changes
Customize insurance programs to suit individual clients
Handle policy renewals
Maintain electronic and paper ...
Promote medical card, children education planning, income replacement planning and legacy planning, training will be provided
Determine clients’ protection needs based on needs based analysis, training will be provided
To establish and maintain good relationship with clients and getting ...
To promote and sell Bancasurance product
To generate own leads from walk-in customers, bank events, and personal contacts
To identify new sales strategies and approaches to achieve sales target
Actively participate in the bank’s sales and promotion activities
To deliver best sales practice ...