Sales Officer
- Contacts prospective clients about insurance products and policies.
- Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
- Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
- Suggests modifications and updates to clients existing insurance policies.
- Builds customized insurance policies and packages to meet clients needs.
- Processes insurance policy renewals.
- Assists clients with filing insurance claims.
- Maintains print and electronic records and files as required.
- Performs other related duties as assigned.
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