Marketing/Sales and Business Development Officer - Insurance Broker
Guardian Insurance Brokers
Total des années d'expérience :18 years, 0 Mois
- Explained features, advantages, and disadvantages of various policies to promote the sale of life, health, casualty, property, automotive, and other types of insurance plans.
- Interviewed prospective clients to obtain data about their financial resources and needs and the physical condition of the person or property to be insured and to discuss any existing coverage.
- Developed clientele by networking to find new customers and generating lists of prospective clients.
- Elevate client/customer relations by establishing credibility, discerning needs, and providing appropriate coverage recommendations.
- Sell Medicare Advantage plans, life, health, long-term care, and annuities plans to clientele.
- Call on policy holders to deliver and explain policies, analyze insurance programs, and suggest additions or changes.
- Calculate premiums and establish payment methods.
- Ensure Integrity of Data input on the Remedy - Interact System which does fully maintain to ISO 9001:2000 standards and ISO 1002 guidelines.
- Investigate and resolve all minor/routine/complex customer complaints including card related complaints through using various systems such as Vision plus, Flex cube, and Remedy.
- Processing Fee Reversal requests through Central Processing Department and Operations at Card Centre.
- Cross Selling and customer retention practice to increase the bank clientele Database.