The Insurance Agent sells and manages insurance policies on behalf of an insurance company. His/Her duties include attracting new clients and answering their questions, helping clients choose the best policy and making sure all legal requirements are met.
Establishes productive working relationships with clients.
Prepares and presents detailed reports on the progress of initiatives to management.
Generates and follows up on leads, schedule appointments, identify client needs, and market appropriate products.
Reports the progress of monthly/quarterly initiatives to stakeholders
Closes the sale with current prospective customers.
Ascertains clients’ long-term goals.
Develops a base for long-term sources of clients.
Tracks insurance claims to ensure client and company satisfaction.
Compiles lists of prospects.
Bachelor’s degree in Business Administration, Marketing or related field
Successful previous experience as an Insurance Agent and Sales Coordinator for more than 3 years
In-depth knowledge of the different types of insurance plans including vehicle, home, and business.
Solid account management and customer service experience
Proficient in computers and statistical analysis software.