Group manager
Insure&secure brokerage insurance company
Total years of experience :11 years, 8 Months
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Calculate premiums and establish payment method.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Confer with clients to obtain and provide information when claims are made on a policy.
Contact underwriter and submit forms to obtain binder coverage.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
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.
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.
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Plan and oversee incorporation of insurance program into bookkeeping system of company.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Select company that offers type of coverage requested by client to underwrite policy.
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
Give a sales presentation to prospective buyers in order to sell weeks.
Give a Sales presentation to current owners to see if they wish to upgrade.
Provide excellent customer service to all guests/owners.
Interact and serve as tour guide to all prospective buyers.
Complete paperwork needed for all sales transactions.
Follow and adhere to the Consultative Sales Process when presenting to owners and guests.
Establish trust with the prospective owner and Owners throughout the entire sales process to build on-going rapport.
Discover the needs of prospective owners and Owners through a series of strategically layered questions/discussion and utilize the information to customize the sales presentation.
Provide prospective owners and Owners a Sales Gallery, Property and Model tour specific to their sales distribution site.
Explain the features, advantages and benefits of the product and advocate the appropriate amount of points to accommodate the prospective owners and Owners current and future vacation needs.
Complete and close the sales contract process by ensuring all required/legal paperwork and documents are signed and notarized.
Practice and continue to develop and improve sales script and presentation.
Ensure clear understanding of finance options and present as an approach to ownership.
Prepare for daily appointments (e.g., review tour sheet, owner history, presentation details, etc).
Follow up face-to-face guest interaction with email, phone, or mail correspondence and facilitates use of Vacation Ownership Advisor.
Answer Owner and customer questions regarding product information, servicing issues, construction work, financing, maintenance, repairs, and appraisals.
Use, demonstrate, and/or coordinate virtual tour (eTour) software for guests