Sales Agent
MetLife Alico
مجموع سنوات الخبرة :24 years, 1 أشهر
Clarification of policy with policyholders. This includes analyzing insurance program.
Evaluate premiums and payment method.
Customization of insurance programs to suit individual customers covering a variety of risks.
Market research and dialogue with prospective clients, obtaining pertinent information about their resources, needs and scope of the required coverage. .
New business development with potential and prospective clients. This includes networking to find new customers and generating lists of prospective clients.
Liaison with underwriter to obtain binder coverage.
Compliance check on policies. This includes necessary medical examinations.
Claim assessments with policyholders.
Administration of policy renewals and records.
Underwriter selection for customized or standard policies.
Monitor insurance claims to ensure amicable resolution between policy holder and insurer
Document Control
Accounting
Secretarial
Administration
Invoicing and Purchasing
Implementation and monitoring sales plan. This included work assessment of Account Specialist and Sales Representatives.
Evaluation of monthly sales and related reports.
Review of monthly targets and objectives.
Development and implementation of sales Improvement plans.