Joe Ramirez

• Assisted clients in selecting appropriate insurance policies and coverage options.
• Conducted thorough assessments of client needs and risk factors.
• Managed client accounts to ensure timely premium payments and policy renewals.
• Explained policy features, benefits, and terms to enhance client understanding.
• Collaborated with underwriters to facilitate policy approvals and modifications.
• Developed marketing strategies to attract new clients and retain existing ones.
• Maintained accurate records of client interactions and policy details in the database.
• Educated customers on the importance of maintaining adequate insurance coverage.
• Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
• Responded to customer inquiries and problems to promote great service.
• Maintained accurate records of all insurance transactions using computer software systems.
• Developed relationships with new clients through cold calling and referrals from existing customers.

Same as current employment