Tasks Provide prompt accurate and friendly customer service This will include providing the most cost-effective comprehensive Insurance coverage to clients Prospect for new business through various channels and follow up warm leads Shall involve responding to inquiries regarding coverage policy changes insurance availability etc Use a customer-focused needs-based review process to educate customers about insurance coverage options Hold internal and client facing status meetings and updates that report on performance issues and continuous improvement Create and maintain comprehensive project and client documentation Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client s portfolio is on par with expectations Build solid working relationships with clients stakeholders and team members through effective communication throughout the client life cycle Requirements Provide prompt accurate and friendly customer service This will include providing the most cost-effective comprehensive Insurance coverage to clients Prospect for new business through various channels and follow up warm leads Shall involve responding to inquiries regarding coverage policy changes insurance availability etc Use a customer-focused needs-based review process to educate customers about insurance coverage options Hold internal and client facing status meetings and updates that report on performance issues and continuous improvement Create and maintain comprehensive project and client documentation Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client s portfolio is on par with expectations Build strong working relationships with clients stakeholders and team members through effective communication throughout the client life cycle Sahayak Associates