Communicate with existing clients for repeat business and referrals
Prospect and sell products to customers via Benefit
Liaise with customers on pre and post sales
Engage and interact with customer face to face
Focus on customer-relationship
Assist customer in choosing financial plan
Follow proper delivery procedure as required by the company.
Provide excellent customer service.
Fuel delivery vehicle on a regular basis and ensure that it is kept clean at all times.
Map routes to determine shortest and safest routes to destinations.
Conduct pre & post-delivery preparation ...
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 ...