- Cultivate and maintain relationships with clients to ensure customer satisfaction
- Act as a liaison between clients and insurance companies
- Identify potential business opportunities and upsell insurance products
- Provide support and guidance to clients on insurance policies and claims
- Resolve customer queries and complaints in a timely and professional manner
- Collaborate with sales and marketing teams to drive business growth
- Stay updated on industry trends and regulations to provide accurate information to clients
- Conduct regular meetings and follow-ups with clients to review their insurance needs