Accounts Manager
Jordan Insurance Company
Total years of experience :14 years, 8 Months
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Calculate premiums and establish payment method.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Sell various types of insurance policies to businesses and individuals, including
automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, Cash & save or Cash and transit.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Explain features, advantages and disadvantages of various policies to promote
sale of insurance plans.
Contact underwriter and submit forms to obtain binder coverage.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Attend meetings, seminars and programs to learn about new products and
services, learn new skills, and receive technical assistance in developing new accounts.
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
Install bookkeeping systems and resolve system problems.
Plan and oversee incorporation of insurance program into bookkeeping system of company.
Explain necessary bookkeeping requirements for customer to implement and
provide group insurance program.
Support and provide superior service via phones, e-mails and faxes as a receiver and caller
Use questioning and listening skills that support effective telephone communication.
Use an effective approach to handle special telephone tasks like call
transfers, taking messages, call backs, holds, interruptions, and unintentional disconnects.
Understand the impact of attitude in handling calls professionally
Effectively deal with job stress, angry callers, and upset customers
Use the most appropriate way to communicate with different behavior types on the telephone.
Apply the elements of building positive relationship with different types of customers over the phone.
Apply the proper telephone etiquette to satisfy various customer situations.
Apply appropriate actions to effectively control a telephone call.
Identify voice skills and how to enhance a good telephone presentation.
Meets commitments to customers
Display Time flexibility towards shifts as per work floor requirements.