• Provide advice on new insurance solutions based on an insurance needs analysis that satisfies the client’s needs and life events.
• Provides service to clients’ changing insurance needs by selling life, health, and disability insurance.
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria.
• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
• Provides continuing service by providing direct deposit forms, processing changes in beneficiary
• Updates Job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
• Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
• Work with clients to deliver risk management strategies that fit their risk profiles.
• Monitor insurance claims to ensure mutual satisfaction
• Constantly update job knowledge and learn about new products and services
• Fulfill all policy requirements

• High school diploma and above
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• National Registration Card (NRC)
• Basic computer knowledge
• Demonstrated ability to communicate, present, influence and sell effectively

Insurance Agent Qualifications/Skills:

• Prospecting skills
• Meeting sales goals
• Motivation for sales
• Product knowledge
• Organizational skills
• Attention to detail
• Strong communication skills