• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria • Work with clients to deliver risk management strategies that fit their risk profiles • Report the progress of monthly/quarterly initiatives to stakeholders • Maintain bookkeeping systems, database and records • Monitor insurance claims to ensure mutual satisfaction • Achieve customer acquisition and revenue growth objectives • Constantly update job knowledge and learn about new products and services • Fulfill all policy requirementsl