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.
Arranging insurance policies in an understandable fashion.
Occasionally working with Underwriters to adapt policies.
Communicating with Insurance Adjusters about the life cycle of each claim
Developing marketing strategies on how to attract new accounts.
Approaching clients via cold calling and direct mail to enquire about their insurance situation and their future needs
Promoting new insurance policies to existing customers.
Participating in continuing education programmed in both insurance and sales
Maintaining a good relationship with Insurance Brokers.
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