Key Result Areas:

• 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 changebeneficiaries
• 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
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
• 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

Key Highlights:

• Any existing systems/ processes streamlined???? Results obtained????Major assignments handled????
• Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
• Awards/appreciation letters received???? Other relevant achievements????