- Identify and connect with potential customers through calls, referrals, and networking. • Explain insurance plans, policy features, and coverage details to clients. • Understand customer needs and recommend suitable insurance products. • Generate leads and convert prospects into policyholders. • Assist customers with policy applications and documentation. • Follow up with clients regarding policy issuance, renewals, and premium payments. • Build and maintain long-term customer relationships. • Resolve customer queries and provide after-sales support. • Achieve monthly sales and policy issuance targets. • Maintain accurate records of client interactions, policies, and sales activities. • Ensure compliance with company policies and regulatory guidelines. • Coordinate with internal teams to ensure smooth policy processing.