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22nd November 2020
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About Joshua Patron

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Date of Birth
May 17, 1982 (38)
About Joshua Patron
Biography:
Hello, my name is Joshua Patron, I work as an insurance agent.
Within the main functions of an insurance agent we have:
Selling different types of policies from those offered by the insurance company:
Promote the different products and services to new and existing customers.
Determine the policy that best suits the client's needs.
Explain each point of the policy to your customers.
Process the necessary documentation for the sale of the insurance policy.
Interview new clients to evaluate their risk level at the time of selling the life or insurance policy:
Investigate the history of each client.
Evaluate their financial records, medical histories, criminal records and other required documentation.
Determine which policy or service best suits their needs.
Inspect the client's property when selling a policy for a vehicle or a property:
Determine the condition of the property and the vehicle.
Check for signs of prior damage.
Evaluate potential risks, such as the usual driver, mileage and color of the vehicle.
Determine which is the policy that best suits the conditions of the property. An insurance agent is in charge of offering and selling vehicle, property, life and health insurance to individuals and companies.
Location:
Madrid, Spain

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Last Activity
22nd November 2020 10:15 AM
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