Insurance Agent

What they do

  • 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.

Qualifications

  • 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.
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