Insurance Agency Job Description

Job Title: Insurance Agent

Job Type: Full-Time

Job Summary

We are seeking a motivated and professional Insurance Agent to join our growing insurance agency. The ideal candidate will be responsible for identifying client needs and recommending appropriate insurance policies, such as life, health, auto, and property insurance.

Key Responsibilities

1. Client Acquisition: Identify potential clients through various channels including networking, referrals, and marketing efforts.

2. Needs Analysis: Conduct thorough assessments of client needs to recommend appropriate insurance coverage.

3. Policy Sales: Present and sell insurance policies to new and existing clients, focusing on individual and business solutions.

4. Client Support: Provide ongoing customer service to policyholders by answering questions, making changes to policies, and processing claims.

5. Record Management: Maintain accurate records of client interactions, policy details, and follow-up actions.

Qualifications

1. Proven experience in insurance sales or related field.

2. A valid state insurance license (or willingness to obtain).

3. Strong understanding of insurance products, coverage options, and underwriting principles.

4. Excellent communication and interpersonal skills.

5. Ability to build rapport with clients and maintain long-term relationships.

6. Strong problem-solving and negotiation skills.

Education

1. High school diploma or equivalent field (required).

2. Bachelor’s degree in business, finance, or related field (preferred).

Application Process

Interested candidates should submit their resume and cover letter detailing their experience and qualifications via [Your Company Email]. Applications can be submitted through [Your Company Website].

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