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1

insurance sales agent

  • Sells policies that protect vehicle owners from financial loss through damage. 
  • Identifying customer needs 
  • Seeking clients 
  • Providing information and answering to inquiries 
  • Submitting applications 
  • Maintaining client records 
  • Upsell coverages to better protect customer
2

insurance sales agent

  • Sell Life, Accident, Disability, Cancer, and Health Insurance  
  • Call potential clients to expand their customer base  
  • Interview prospective clients to get data about their financial resources and discuss existing coverage  
  • Explain the features of various policies  
  • Analyze clients’ current insurance policies and suggest additions or changes  
  • Customize insurance programs to suit individual clients  
  • Handle policy renewals  
3

insurance sales agent

  • Provide offers to incoming callers for and establish payment method.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance policies.
  • Maintain electronic and paper records  
  • Help policyholders settle claims 
4

insurance sales agent

  • Achieve or exceed target insurance sales quota consistently. 
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life and property insurance and upgraded policies for established customers. 
  • Answer any questions or concerns policy holders have with their insurance claims. 
  • Presented claims for insurance benefits when dealing with auto accidents & natural disasters.
5

insurance sales agent

  • Sold insurance to new and current clients
  • Executed daily operations of shopping insurance quotes for new business and renewal clients, prepared a financial quote for the client’s insurance premiums, ordered MVR’s, add/deleted drivers, issued certificates of insurance, processed policies, endorsed policies, bound coverage, processed claims, and answered phones
  • Complied lists of prospective clients to provide leads for additional business
  • Wrote, designed and produced new business and renewal business
  • Contacted prospective clients and explained features and merits of policies offered
  • Was instrumental in maintaining a good client relationship for upcoming renewals and creating new business to our office
  • Recommended amount and type of coverage based on analysis of prospect’s circumstances and utilized persuasive sales techniques

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