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Insurance Agent Job Description

This insurance agent sample job description can assist in your creating a job application that will attract job candidates who are qualified for the job. Feel free to revise this job description to meet your specific job duties and job requirements.

Description: Insurance Agent

Insurance Agent Job Purpose: Provides service to clients' changing insurance needs by selling life, health, and disability insurance.

Insurance Agent Job Duties:

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
  • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
  • Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Obtains underwriting approval by completing application for coverage.
  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
  • Provides death benefits by delivering policy proceeds; reassessing client needs.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Skills/Qualifications: Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis

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