Insurance Agent

3 weeks ago


Gurgaon Gurugram Delhi, India Logic Planet IT Services India Private Limited Full time
Responsibilities
• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
• Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria
• Work with clients to deliver risk management strategies that fit their risk profiles
• Report the progress of monthly/quarterly initiatives to stakeholders
• Maintain bookkeeping systems, database and records
• Monitor insurance claims to ensure mutual satisfaction
• Achieve customer acquisition and revenue growth objectives
• Constantly update job knowledge and learn about new products and services
• Fulfil all policy requirements

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