Generate new business by actively contacting prospects, scheduling appointments, making sales presentations and closing new Employee Benefit accounts and maintaining existing business
Develop prospecting strategies to increase opportunities for new business.
Build and maintain account existing database, include client relationships and provide oversight to account activity.
Look for opportunities to grow business from existing clients by offering other products of EB
Manage renewal process with existing clients and ensure all internal procedures are compiled during the renewal process.
Provide insurance consultancy services to the client and add value to clients
Collaborate with employee benefits team (claim, placement, finance, etc) in targeted accounts, ultimately accountable for success.
Build value client oriented, manage client complaints, solve every problem may arise, do discussion...