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Insurance Sales Agent

Job Description

Insurance Agent duties and responsibilities: In order to find and sell the best insurance policies for a given client, an Insurance Agent must be able to perform the following tasks:


  • Thoroughly researching and analyzing insurance policies.

  • Arranging insurance policies in an understandable fashion.

  • Occasionally working with Underwriters to adapt policies.

  • Communicating with Insurance Adjusters about the life cycle of each claim

  • Developing marketing strategies on how to attract new accounts.

  • Approaching clients via cold calling and direct mail to inquire about their insurance situation and their future needs

  • Promoting new insurance policies to existing customers.

  • Participating in continuing education programmed in both insurance and sales

  • Maintaining a good relationship with Insurance Brokers.

  • Ensuring that financial services industry rules are being followed.

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