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Insurance Agent Job Description

Insurance Agent Job Description

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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.