Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Calculate premiums and establish payment method.

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Confer with clients to obtain and provide information when claims are made on a policy.

Contact underwriter and submit forms to obtain binder coverage.

Customize insurance programs to suit individual customers, often covering a variety of risks.

Develop marketing strategies to compete with other individuals or companies who sell insurance.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.

Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

Install bookkeeping systems and resolve system problems.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Plan and oversee incorporation of insurance program into bookkeeping system of company.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Determines call center operational strategies by conducting needs assessments, performance reviews, capacity planning, and cost/benefit analyses identifying and evaluating state-of-the-art technologies defining user requirements establishing technical specifications, and production, productivity, quality, and customer-service standards contributing information and analysis to organizational strategic plans and reviews.Develops call center systems by developing customer interaction and voice response systems, and voice networks designing user interfaces developing and executing user acceptance test plans planning and controlling implementations.Maintains and improves call center operations by monitoring system performance identifying and resolving problems preparing and completing action plans completing system audits and analyses managing system and process improvement and quality assurance programs installing upgrades.Accomplishes call center human resource objectives by recruiting, selecting, orienting, training, assigning, coaching, counseling, and disciplining employees administering scheduling systems communicating job expectations planning, monitoring, appraising, and reviewing job contributions planning and reviewing compensation actions enforcing policies and procedures.Meets call center financial objectives by estimating requirements preparing an annual budget scheduling expenditures analyzing variances initiating corrective actions.Prepares call center performance reports by collecting, analyzing, and summarizing data and trends.Maintains equipment by evaluating and installing equipment developing preventive maintenance programs calling for repairs evaluating and implementing upgrades.Maintains professional and technical knowledge by tracking emerging trends in call center operations.

Business development for a real estate project in Canada

Managing partner

Different activities for different brands.

Insurance officer

Home improvement project.