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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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