Accounts Manager
Jordan Insurance Company
Total years of experience :1 years, 9 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.
• Confer with clients to obtain and provide information when claims are made
on a policy.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
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• 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.
• 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.