- Develop and maintain relationships with clients to ensure customer satisfaction
- Analyze clients' current insurance policies and recommend additional coverage
- Prepare and present insurance quotes to clients
- Negotiate terms and conditions of insurance policies
- Process applications for new and existing policies
- Maintain accurate records of client information
- Respond to client inquiries and resolve any issues
- Monitor changes in the insurance industry and adjust policies accordingly
- Educate clients on insurance policies and coverage
- Identify opportunities to cross-sell additional products
- Participate in industry events and conferences
- Develop marketing strategies to attract new clients
You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.
- Developed and maintained relationships with over 100 clients, resulting in a 90% customer satisfaction rate and a 25% increase in policy renewals.
- Analyzed clients' current insurance policies and recommended additional coverage, resulting in a 15% increase in policy premiums and a 10% increase in cross-selling opportunities.
- Participated in industry events and conferences, networking with over 50 potential clients and generating $50,000 in new business.
- Negotiated terms and conditions of insurance policies, resulting in a 20% increase in policy premiums and a 15% increase in policy renewals.
- Prepared and presented insurance quotes to clients, resulting in a 25% increase in policy sales and a 10% increase in cross-selling opportunities.
- Identified opportunities to cross-sell additional products, resulting in a 15% increase in policy premiums and a 10% increase in customer satisfaction.
- Processed applications for new and existing policies, resulting in a 95% approval rate and a 20% increase in policy sales.
- Maintained accurate records of client information, ensuring compliance with industry regulations and reducing errors by 30%.
- Educated clients on insurance policies and coverage, resulting in a 15% increase in customer satisfaction and a 10% increase in policy renewals.
- Client relationship management
- Policy analysis and recommendations
- Networking and business development
- Negotiation skills
- Insurance quoting and sales
- Cross-selling techniques
- Application processing
- Record keeping and compliance
- Insurance policy education
- Customer satisfaction and retention
- Industry knowledge and trends
- Time management and organization
- Effective communication skills
- Problem-solving abilities
- Attention to detail