UNION ASSURANCE COMPANY LIMITED
July 2012 - Present Day (4 years 10 months)
July 2011-Till date Marketer (Bancassuarance)
Union Assurance Company Ltd.
- Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
- Approach potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
- Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
- Obtain underwriting approval by completing application for coverage.
- Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
- Provides continuing service by providing direct deposit forms; processing changes in beneficiary.
- Provides death benefits by delivering policy proceeds; reassessing client needs.
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts