Assist the client in selecting the appropriate insurance provider or policy
Use mathematical and statistical knowledge to evaluate long term forecast related to financial risks
Invent and adopt a variety of techniques and strategies to resolve all types of business problems
Verify data and analyze it to find out solutions so as to make modifications in the policy or existing insurance
Conduct surveys and perform research to gain information regarding policies
Work with software professionals to convert the complex data into simple information for clients
Conduct research on current improvements in the financial and business world
Be proficient in staying updated with the modifications in polices with respect to the government rules and regulations acts, current improvements in the finance industry and business world, impact on policies and changes in regulatory format, etc.
Visit and meet different clients and client sites
Thoroughly understand the products that have great demand in customers, create marketing programs and draft reports
Work with expertise to make systems that ensure conformity with the obligations of the regulatory bodies
Collaborate with colleagues and team members
Use excellent time management and negotiation skills while conducting workshops or working with clients