Sell health-related products and insurance to their clients.
Seek out clients, presenting them with health insurance options that meet their needs.
Identify, qualify, and develop insurance opportunities and prospective clients
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support
Obtain best coverage for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates
Support and prepare clients for renewal and retention
Anticipate, respond to, and follow up on all existing client needs
Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner