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.

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• Arranging insurance policies in an understandable fashion.

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• Occasionally working with Underwriters to adapt policies.

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

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• Developing marketing strategies on how to attract new accounts.

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

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• Promoting new insurance policies to existing customers.

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• Participating in continuing education programmed in both insurance and sales

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• Maintaining a good relationship with Insurance Brokers.

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• Ensuring that financial services industry rules are being followed.