Insurance Agent job description template

This Insurance Agent job description template includes the list of most important Insurance Agent's duties and responsibilities. It is customizable and ready to post to job boards. Use it to save time, attract qualified candidates and hire best employees.

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Insurance Agent job description template

Insurance Agent job profile

Insurance Agent is a person who sells insurance policies. Insurance Agents call and meet with clients and potential clients to grow their customer base. Insurnce agents goal is to get information about clients' needs and match them with insurance policies they offer.

In order to attract Insurance Agent that best matches your needs, it is very important to write a clear and precise Insurance Agent job description.

Insurance Agent job description

Are you an experienced Insurance Agent looking fo the opportunity to start a successful new career? 

We are looking for outgoing and dedicated Insurance Agent who is interested in a rewarding career in insurance sales.

If you are a high-energy type of person, customer-focused, and have a strong desire to succeed in a sales driven environment, you might be the perfect candidate we are looking for!

Insurance Agent duties and responsibilities

  • Contact leads that to expand the customer base
  • Think of new ways to increase lead generation
  • Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
  • Advise clients on the insurance policies that best suit their needs
  • Customize insurance programs to suit individual clients
  • Deliver approved policies to new clients and explain benefits and risks of the policy
  • Re-assess the policy needs of existing clients after life changing events
  • Fill-out and submit applications, issue quotes, maintain client records and prepare reports
  • Keeping abreast of the rates and policies that various insurers offer.

Insurance Agent requirements

  • [X] yeras of previous working experience as a Insurance Agent
  • Excellent communication and presentation skills
  • Resilient spirit and a persistent nature
  • Impeccable interpersonal skills and friendly attitude
  • Well organized with time great management abilities
  • [X] degree in Finance or similar relevant fields.

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