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Marketable Skills
| 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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