To provide a solution orientated service to customers in short‑term insurance risk and give advice. To provide solutions for the client's short‑term insurance needs in both Commercial and Personal Lines. To service customers upon request and regularly review the client's portfolio in order to build a sustainable client base.
Establish and maintain a professional relationship with all stakeholders (Client, Bankers, Insurers, and Life Advisers). In a virtual advice and hybrid model meet sales and/or growth targets. Apply practice management including all compliance.