- Provide excellent customer service to clients, answering their questions and addressing their concerns
- Market insurance products to potential clients through various channels, including telemarketing
- Conduct thorough assessments of clients' insurance needs and recommend appropriate coverage options
- Assist clients with the administration of their insurance policies, including claims processing and policy changes
- Stay up-to-date with industry regulations, including HIPAA compliance, and ensure all client interactions adhere to these guidelines
