Insurance Agent Maintaining good relationships with individual customers. Expanding our customer base by different methods such as cold calls, emails, and references. Proposing different types of insurance plans to the customers according to their financial conditions. Analyzing the customer’s risk profile and suggesting a protection plan according to their circumstances. Determining the risk management strategies for prospective customers according to their needs. Determining the protection coverage rates by calculating the immediate action plans. Explaining the policies in detail to the customers as per their needs. Making new policies and plans according to the insurance companies’ policies and modifying the existing ones. Making a report on the monthly targets of insurance sales. Updating and maintaining the record of clients on a regular basis