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|INSURANCE MANAGEMENT MARKETABLE SKILLS|
|• Analyze information stated on insurance applications; handle policy renewals and seek referrals.|
|• Evaluate the risk involved in insuring a client.|
|• Identify potential clients to expand customer base.|
|• Conduct interviews with prospective clients to get information about their financial resources, discuss existing coverage and explain features of various insurance policies.|
|• Analyze clients’ current insurance policies, suggest additions or changes and customize insurance programs to suit individual clients.|
|• Maintain electronic and paper records in accordance with company policy and state laws; confer with legal counsel on claims when needed.|
|• Effectively communicate with clients to explain policy provisions.
Work effectively in teams to provide comprehensive risk management solutions for clients.
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