في المكتب
toto -
لبنان
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Company

تفاصيل الوظيفة

• Serve as the primary point of contact for assigned clients, ensuring high levels of customer satisfaction and retention.
• Manage day-to-day client servicing activities
• Conduct regular client visits to understand business needs, review insurance programs, and strengthen client relationships. .
• Monitor policy renewal dates and proactively engage clients to ensure timely renewals and retention.
• Identify opportunities to cross-sell and up-sell additional insurance products and services based on clients' evolving needs.
• Prepare and present insurance proposals, coverage comparisons, and renewal recommendations.
• Generate leads through existing client relationships, referrals, and networking activities.
• Maintain accurate client records, meeting reports, and sales pipeline information in the CRM system.
• Support business development initiatives and contribute to achieving individual and team revenue targets

وظائف مشابهة

حول toto
لبنان