Licensed Property & Casualty Life & Health Insurance Agent
Insurance Agent Responsibilities:
Developing marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals
Evaluating business or individual customers’ needs and financial status and proposing protection plans that meet their criteria
Generate new and renewal business by contacting potential and existing customers. Sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customer’s portfolio
Build up strong positive relationships, to ensure growth attainment and increase our agency’s reputation
Work with clients to deliver risk management strategies that fit their risk profiles Report the progress of monthly/quarterly initiatives to shareholders
Maintain bookkeeping systems, database and records
Monitor insurance claims to ensure mutual satisfaction
Achieve customer acquisition and revenue growth objectives
Constantly up to date on job knowledge and learn about new products and services
Fulfill all policy requirements
Insurance Agent 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 GED Bachelor’s of Science Degree Property & Casualty Life & Health Insurance License