You will provide crucial support to the business development team in various administrative and operational tasks.
Your responsibilities will include managing documentation, coordinating internal processes, and ensuring efficient workflow to facilitate business growth and client satisfaction.
Maintain accurate and up-to-date records of client information, contracts, and other relevant documentation.
Assist in responding to client inquiries, and providing information on insurance products, services, and procedures.
Follow up with clients to collect necessary documentation, address concerns, and ensure satisfaction with services rendered.
Maintain databases and CRM systems with accurate and updated client information, sales activities, and correspondence.
Generate reports and analytics on sales performance, client interactions, and market trends to support business decision-making.
Stay informed about changes in insurance laws, regulations, and market trends, communicating relevant updates to the team as needed.
