professional who makes sure individuals are protected from life-threatening illnesses or unfortunate accidents. They negotiate and buy coverage to fit any need, whether youre an individual looking for health insurance or a business owner needing property protection

Requirements

Identifies prospective clients through leads and referrals.

Schedules client meetings.

Performs follow-up calls as needed.

Advises on insurance coverage.

Conducts periodic policy reviews.

Prepares insurance proposals.

Completes requirements and submits to underwriters.

back office is the portion of a company made up of administration and support personnel who are not client-facing. Back-office functions include settlements, clearances, record maintenance, regulatory compliance, accounting, and IT services.