Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
Calculates and quotes premium rates for recommended policies.
Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries.
Collects premiums from policyholders and maintains record of payments.
Anticipates future needs and calls on established clients to renew and upgrade accounts.
Develops long-term relationships with clients and underwriters.
*The company reserves the right to add or change duties at any time.
