Establish and build new relationships with existing and potential clients that have prospective business that meets the companies underwriting criteria
Maintain existing relationships in order to protect existing books of business
Develop an in depth understanding of your companys general insurance and life insurance products
Co-ordinate any marketing campaigns to prospects
Provide feedback to the service providers underwriting department to ensure quality service and underwriting standards are maintained
Assist in general department matters when required
Demonstrate business planning skills to achieve business meetings & sales targets
Manage operations and productivity at an insurance broking firm.Create and modify procedures and documents related to policies as required by laws