About the Job
An Insurance Consultant plays a crucial role in helping clients select and manage their insurance policies. Whether working for an insurance company or as an independent advisor, the consultant assesses clients' insurance needs, recommends suitable policies, and assists in managing policy portfolios.
Roles & Responsibilities
- Assess clients' insurance needs and requirements
- Review and recommend insurance policies such as life, health, auto, property, and business insurance
- Assist clients in managing their insurance portfolios, including handling policy changes and claims processing
- Stay updated with changes in insurance policies and regulations
- Build and nurture strong client relationships
- Initiate contact, follow-up, and communicate with prospective clients
- Expand client base by attending networking events
Required Skills & Qualifications
- Excellent communication skills
- Strong analytical and problem-solving abilities
- Knowledge of insurance policies and regulations
- Client relationship management skills
- Networking capabilities