George Lazar

Insurance Agent @Kemper

Client Consultation: Meet with potential clients to discuss their financial needs and insurance objectives. Analyze clients\' current insurance policies and suggest additions or modifications. Policy Recommendations: • Final Expense • Term Life • Whole Life/Supplemental Policies • Universal Life policies Provide information on a variety of life insurance products tailored to clients\' specific needs. Explain the benefits, features, and costs of various insurance policies. Policy Administration: Process applications for clients seeking life insurance coverage. Ensure timely premium collection, policy renewal, and updating of client records. Regularly review clients\' policies and life situations to recommend necessary changes or updates. Advise clients on policy benefits, changes, or potential alternatives as their life circumstances evolve. Networking and Relationship Building: Foster relationships with potential clients and professionals within related industries, such as financial planners or estate attorneys. Participate in community events, local organizations, or affinity groups to enhance visibility and credibility in the community. Customer Service: Address clients\' concerns and questions regarding their policies promptly and professionally. Ensure a high level of client satisfaction through excellent service, clear communication, and understanding of client needs. Technical Proficiency: Utilize agency management software and customer relationship management (CRM) systems to track and manage client interactions. Use digital platforms to facilitate online sales and communications when required. By maintaining a client-centric approach and staying updated on industry best practices, a life insurance agent ensures that clients are provided with suitable coverage options to protect their financial future and that of their families.