•Scout and identify potential clients with a need for insurance coverage •Design and implement strategies for effective marketing and sales of insurance contracts •Contact potential customers through cold calls, emails and arranged meetings •Offer clients various insurance service •Assist clients in selecting most suitable insurance service that better covers a policyholder •Customize insurance contracts to match the requirements of the holder •Ensure company policies and procedures are maintained when conducting the sales of insurance services •Discuss with clients to obtain information pertaining to the financial status of a client and condition of a property to be insured •Maintain record of insurance contracts and duly notify policyholders of pending renewal •Research and source potential clients and build long-term relationships with them •Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products •Advise clients on the insurance policies that best suit their needs •Customize insurance programs to suit individual clients •Deliver approved policies to new clients and explain the benefits and risks of the policy •Re-assess the policy needs of existing clients after life-changing events •Fill-out and submit applications, issue quotes, maintain client records, and prepare reports •Keep abreast of industry and market trends and best practices