Client Communication:
- Communicate with new clients through email to welcome them and provide necessary information.
- Address client inquiries promptly and professionally.
- Maintain regular contact with clients to ensure their needs are met.
Policy Management:
- Remind clients of policy details and ensure they are well-informed of any updates or changes.
- Assist clients with any questions or concerns regarding their policies.
- Preparing portfolio summary of clients
Client Engagement:
- Keep in contact with clients during special occasions such as birthdays and anniversaries.
- Arrange for annual reviews with clients to assess their needs and ensure continued satisfaction.
Seminar Support:
- Assist in the planning and organization of seminars every few months.
- Coordinate logistics, including scheduling, venue arrangements, and communication with attendees.
- Support the execution of seminars, ensuring a smooth and professional experience for all participants.
