Job Description

Responsibilities
Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage

Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies

Suggest modifications and updates to existing clients’ insurance policies

Build customized insurance policies and packages

Source potential clients through professional networks, cold calls, and referrals

Advise clients on potential risks and benefits of each policy

Skills and qualifications
Excellent written and verbal communication skills

Comfortable speaking with clients, whether over the phone or in person

Persuasive argumentation and listening skills

Ability to identify and contact prospective clients

Ability to build customized insurance policies and packages that meet clients’ needs

General knowledge of different types of insurance plans, including home, business, and automotive

Preferred qualifications
Strong background in the insurance industry

Friendly personality, with excellent interpersonal and sales skills

Resilient spirit and persistent nature

Strong analytical skills with a goal-oriented mind

Proven experience networking and building long-lasting relationships

Desire to receive feedback and improve performance