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Job Description
- Prepare written correspondence, reports and analysis as needed
- providing continuous client service and advice
- Calculate premiums and establish payment methods
- Call on new clients to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Review policies and endorsements for accuracy
- Present renewal terms to client
- Assist with resolution of client/carrier accounting issues
- Maintain client confidentiality
Job Requirements
- Excellent English
- Customer service
- Use telephone communication techniques
