Quote Generation: Provide clients with insurance quotes, explain policy terms and conditions, and answer any questions or concerns they may have.
Underwriting Assistance: Assist clients in completing insurance applications and provide any necessary information to underwriters for policy approval.
Policy Maintenance: Maintain client records, process policy changes, and handle policy renewals to ensure continuous coverage.
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Collaborate with operation and sales team to prepare & produce flyer/poster, brochures, and 3D mockup for marketing visuals to ensure company’s marketing effort communicated effectively to customers.
Manage multiple projects with design specifications and ensure projects are completed with high quality and on schedule.
Incorporate social media posting, stories in social media platforms and good interaction with online community.
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