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Jul 23, 2024 · An Insurance Agent, or Insurance Sales Agent, assists clients in selecting insurance policies that best meets their needs, preferences and budgets. Their main duties include creating client payment methods, recommending risk management strategies to clients and providing policy proceeds after clients’ submitted claims are approved.
Feb 1, 2022 · Insurance Agents help insurance companies generate new business by contacting potential customers and selling one or more types of policies. They explain various plans to clients, guiding them in selecting a policy that suits their needs best.
Commercial Insurance Agent responsibilities. Maintain a solid book of business for existing clients, and grow new business base through a range of networking and sales tactics, including cold calling and prospecting for potential customers to effectively articulate the company’s competitive advantage and new products.
They write policies and assist customers in signing up for coverage, ensuring customers select policies that will meet their needs. They offer advice and guidance, and suggest packages that combine multiple insurance types for maximum savings and comprehensive coverage.
Objectives of this role. Develop and execute marketing strategies for new insurance contracts, including automotive, casualty, health, life, and property. Customize programs to cover...
To write an effective commercial insurance job description, begin by listing detailed duties, responsibilities and expectations. We have included commercial insurance job description templates that you can modify and use.
Insurance agent provides critical market feedback to your supervisor regarding local competition and service needs. Insurance Agent Duties & Responsibilities. To write an effective insurance agent job description, begin by listing detailed duties, responsibilities and expectations.
Feb 8, 2022 · Insurance Agents are responsible for identifying sales opportunities for insurance plans and overseeing a portfolio of clients. Also known as Insurance Sales Agents, these professionals are responsible for identifying risk management strategies, handling policy renewals, and tracking claims.
Commercial Insurance Agent jobs. Sort by: relevance - date. 600+ jobs. Easily apply. Cultivating and maintaining strong relationships with clients to understand their insurance needs. The ideal candidate for this dynamic position will be: Active 4 days ago. Easily apply.
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Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments. Ascertains clients’ long-term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
