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.