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