What Does an Insurance Agent Do?
Insurance agents are primarily responsible for generating new business for insurance firms. They meet with clients, identify their needs, and offer different insurance options and coverages. They educate prospective clients about the importance of different insurance plans and foster lasting relationships with existing customers.
Insurance Agent Job Overview
In the insurance agent role, you will make daily calls and appointments with potential clients. You will be expected to stay updated on the different types of insurance products, such as life, property, and car insurance. You must maintain a professional and friendly demeanor when communicating with prospects. Success in this role will be demonstrated by developing and implementing selling strategies to increase the number of policyholders and meet sales objectives.
Insurance Agent Job Responsibilities and Duties
- Identifies prospective clients through leads and referrals
- Schedules client meetings
- Performs follow-up calls as needed
- Advises on insurance coverage
- Conducts periodic policy reviews
- Prepares insurance proposals
- Completes requirements and submits to underwriters
Insurance Agent Job Requirements
- Minimum 1 year of insurance or sales experience
- Insurance license (life, property, casualty)
- In-depth knowledge of insurance principles and selling techniques
- Outstanding communication skills
- Excellent interpersonal skills
- High school diploma or equivalent; Bachelor’s degree in Marketing, Business, or related field is preferred
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