Insurance Agent

⭐Attend meetings, seminars, and programs to learn about new products and services

⭐Calculate premiums and establish payment methods

⭐Report the progress of initiatives to stakeholders

⭐Maintain bookkeeping systems, databases, and records

⭐Monitor insurance claims

⭐Meet customers’ expectations to ensure satisfaction with insurance coverage

⭐Continuously educate yourself on the industry and learn about new products and services

⭐Fulfill all policy requirements

⭐Help clients settle any claims on their insurance

⭐Customize insurance programs to suit individual customer needs

⭐Ensure that policy requirements are fulfilled, including completion of the appropriate forms

⭐Inspect property in order to examine its overall condition and decide its insurance risk

⭐Make sure all paperwork is filled out and filed to put insurance policies in place

⭐Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company