- Developing and maintaining strong relationships with PNB bank personnel to generate leads and promote insurance products to bank customers.
- Conducting presentations and training sessions for bank staff to educate them on insurance products and increase their knowledge and understanding of the offerings.
- Working closely with customers to understand their insurance needs and recommend appropriate products that align with their financial goals and objectives.
- Managing a portfolio of clients and ensuring that their insurance policies are up to date and meeting their changing needs over time.
- Collaborating with underwriters and claims specialists to expedite the processing of insurance applications and claims, providing excellent customer service throughout the process.
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