Insurance Agent

Responsibilities

    Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
    Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
    Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
    Work with clients to deliver risk management strategies that fit their risk profiles
    Report the progress of monthly/quarterly initiatives to stakeholders
    Maintain bookkeeping systems, database and records
    Monitor insurance claims to ensure mutual satisfaction
    Achieve customer acquisition and revenue growth objectives
    Constantly update job knowledge and learn about new products and services
    Fulfill all policy requirements

Requirements and skills

    Proven working experience as an Insurance Agent or relevant experience
    Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
    Basic computer knowledge and statistical analysis
    Proven ability to work with goals
    Demonstrated ability to communicate, present, influence and sell effectively
    Experience in delivering client-focused solutions and in creating long-lasting relationships
    High school or BS degree