Key Responsibilities & Duties

• Risk Assessment: Analyze client needs, assets, and liabilities to determine appropriate coverage.
• Advisory Role: Offer expert advice on, and, recommend suitable insurance products (life, business, health) to clients.
• Negotiation & Placement: Liaise with insurance companies to secure the best policy terms and competitive premiums.
• Policy Management: Manage the full client lifecycle, including renewals, amendments, and documentation.
• Claims Handling: Assist clients with the entire claims process, including filing and follow-up.
• Relationship Management: Build and maintain long-term relationships with clients and insurers.
• Compliance: Ensure all activities comply with regulatory requirements and industry standards.