Job Description Templates

>

Insurance Agent Job Description

Insurance Agent Job Description

peopleHum hero button section curve image

Insurance Agent Job Description

Our rapidly expanding insurance firm is looking for an analytical and competent Insurance Agent to join our team. We're interested in hearing from you if you're a bright and sales-oriented professional with a love for the insurance industry. As our Insurance Agent, your primary goal will be to generate new business by contacting potential clients and developing long-term connections.

Insurance Agent Job Responsibilities

  • Create marketing plans to promote all forms of new insurance contracts, as well as suggest additions and adjustments to existing ones.  
  • Cultivate fruitful relationships and build a pool of new clients from diverse sources by networking, cold calling, and leveraging referrals
  • Evaluate the needs and financial situation of business or individual customers and provide protection policies that match their needs.  
  • Collaborate with clients to develop risk management solutions that are tailored to their specific risk profiles.  
  • Informing stakeholders about the progress of monthly/quarterly projects.  
  • Maintain accounting software, databases, and records.  
  • Keep an eye on insurance claims to maintain mutual satisfaction
  • Fulfil goals for customer acquisition and revenue growth
  • Update your job expertise and learn about new products and services on a regular basis.  
  • Meet all policy requirements

Insurance Agent Job Requirements

  • A bachelor's degree in economics, business, or a closely related discipline is required.  
  • A minimum of three years' experience in insurance sales or a related field is required.  
  • In-depth understanding of the various types of insurance plans available, including vehicle, house, and business insurance.  
  • Exceptional interpersonal and negotiating skills  
  • Working knowledge of computer and statistical analysis software
  • Excellent communication skills, both written and verbal.