Insurance Agent
DYD ASESORES DE SEGUROS
Santiago, Dominican Republic
03.2011 - 11.2021
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.