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An Insurance Agent, or Insurance Sales Agent, assists clients in selecting insurance policies that best meets their needs, preferences and budgets. Their main duties include creating client payment methods, recommending risk management strategies to clients and providing policy proceeds after clients’ submitted claims are approved.
Insurance Agents help insurance companies generate new business by contacting potential customers and selling one or more types of policies. They explain various plans to clients, guiding them in selecting a policy that suits their needs best.
Insurance Agent Job Responsibilities: Provides service to clients’ changing insurance needs by selling life, health, and disability insurance. Establishes productive working relationships with clients. Develops base for long-term sources of clients. Compiles lists of prospects.
Insurance Agents, also known as Insurance Sales Agents, work for insurance companies, brokerages, or as independent agents. Their primary role is to sell insurance policies to clients, which could be individuals or businesses.
How to write an insurance agent job description To attract stellar candidates for an insurance agent role, craft an engaging job description that outlines the opportunity, stands out from the...
Insurance agents provide customers with various types of insurance policies and help them choose policies that best meet their needs. Health and long-term care insurance agents sell policies that provide medical care and cover the cost of assisted-living services in old age.
In this article, we will explore the key aspects of the insurance agent job description, salary, skills, and career prospects. Insurance agents are licensed professionals who serve as intermediaries between insurance companies and customers.
Insurance Agents are responsible for identifying sales opportunities for insurance plans and overseeing a portfolio of clients. Also known as Insurance Sales Agents, these professionals are responsible for identifying risk management strategies, handling policy renewals, and tracking claims.
As an insurance agent, you will help people get their Auto, Home, Annuity, Commercial, Life, Long Term Care, and Health insurance requirements. In addition, a perfect fit will effectively return calls to cold prospects who are looking to get customized insurance deals.
Want to use this job description? Use template. You will need to help a wide range of clients with any insurance needs. This can include recommending certain policies and informing clients why they would need to acquire certain insurance.