Act as the first point of contact for insurance clients via phone, email, or in-person.
Provide information on insurance products, policies, and benefits to clients.
Assist clients in completing insurance applications, renewals, and claims processes.
Resolve client queries, complaints, and service requests efficiently.
Maintain accurate records of client interactions, policy details, and follow-ups.
Support cross-selling or up-selling of relevant insurance products when appropriate.
Collaborate with internal teams to ensure client needs are addressed promptly.
Monitor service metrics and contribute to reporting on client satisfaction and policy management.
