• Assists clients by addressing inquiries, resolving issues, and offering information related to insurance products and services • Guides clients through policy-related matters, explaining coverage details, terms, and conditions, and assists with policy adjustments or updates • Communicates regarding policy renewals, providing information on renewal options, premiums, and any changes in coverage • Maintains accurate and organized client records, ensuring all interactions and transactions are properly documented in the company's systems • Identifies opportunities for cross-selling or upselling additional insurance products or services based on client needs and preferences • Educates clients on insurance terminology, policy features, and any updates in the insurance industry that may impact their coverage • Gathers client feedback on services, products, and overall satisfaction to identify areas for improvement and enhance the client experience • Maintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries • Collaborates with underwriting and claims teams to provide comprehensive support to clients, particularly during policy issuance, modifications, and claims processes • Stays informed about insurance products, industry trends and regulations to enhance knowledge and better service the clients