Financial and Insurance Authorized Consultant
Nexus Insurance Brokers
مجموع سنوات الخبرة :20 years, 10 أشهر
• Identify potential life insurance clients by contacting them and meeting with them to explain the life insurance polices the company provides.
• Identify potential clients for the education plans the company provides.
• Maintain good relationships with clients by getting them the best policies that fit with their financial situations.
• Identify potential business opportunities by contacting new clients and partners as well as renewing policies for existing clients.
• Maintain good business relationships with clients by gathering information from them, assessing their insurance needs and risk profiles and providing them with the suitable policies.
• Research the insurance companies’ policies and negotiating with the underwriters to find the most suitable insurance polices at the best prices.
• Keep up with changes in the insurance market and clients industries.
• Supervise and work closely with the marketing and sales teams by encouraging them to attract new clients and expand the scope of work.
Attracting new VIP clients and promoting the company’s medical, motor, life, marine, fire and all other insurance services provided by the company as well as following up on their portfolios. In addition to introducing the company to new potential stakeholders and maintaining strong professional relations with existing clients.
Responsible for marketing the various insurance companies who are brokering clients; attracting new clients, whilst promoting the brokerage company to a wide array of stakeholders and maintaining strong relations with existing clients as well as continuously following up on their portfolios.
Duties included producing and selling vehicle, life, and medical insurance packages to prospective clients. in addition to maintaining a good professional relationship with the clients and following up on their portfolios.