sales representative
Job Description
Job Description
Able to seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Able to understand clients' needs, an insurance agent needs excellent listening skills. They must be able to understand written documents describing insurance instruments.
Insurance agents have to convey information about the products they sell.
- Attend meetings, seminars, and programs to learn about new products and services
- Calculate premiums and establish payment methods
- Maintain bookkeeping systems, databases, and records
- Meet customers’ expectation to ensure satisfaction of insurance coverage
- Continuously educate yourself on the industry and learn about new products and services
- Fulfill all policy requirements
- Help clients settle any claims on their insurance
- Customize insurance programs to suit individual customer needs
- Ensure that policy requirements are fulfilled.
- Make sure all paperwork is filled out and filed to put insurance policies in place
- Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company
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