•Creating plans and forecasting sale target and growth projections •Support
team with insurance related issues •Meeting existing and potential clients for
business and building positive relationships •Ensure the team understands its
duties and its role within the organization •Support customers in insurance
related issues •Achieve sales targets and outcomes within schedule •Policy
entry, approval & endorsement in frontend system •Coordinate with Insurance
company for quotes •Validate policy details before handling to client •Collect
premium from client •Co-ordinate with finance team on settlement of
client/insurance company premium •Organize & maintain office records •Follow-
up with renewal customers and cross sell
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