Insurance Agent

Insurance Agent sells insurance policies to individuals or businesses on behalf of insurance companies, providing guidance and assistance in selecting appropriate coverage options to meet their needs, while also handling policy renewals, claims, and ensuring client satisfaction.

Key Duties and Responsibilities:

  • Identify and prospect potential clients through various channels, including referrals, networking, and cold calls.

  • Build and maintain strong relationships with clients to understand their insurance needs and provide customized solutions.

  • Assess clients' risk profiles and recommend suitable insurance products to meet their needs.

  • Prepare and process insurance applications, including underwriting and policy issuance.

  • Cross-sell additional insurance products to existing clients to maximize revenue opportunities.

  • Assist clients with insurance claims and act as a liaison between clients and the claims department.


  • Problem-solving

  • Communication

  • Customer Service

  • Sales

  • Financial Planning

  • Decision-making

  • Reading Comprehension


  • High school diploma or equivalent (Bachelor's degree preferred).

  • Proven experience in insurance sales or a related field is a plus.

  • Strong communication, negotiation, and interpersonal skills.

  • Excellent sales and customer service abilities.

  • Detail-oriented with excellent organizational skills.

  • Ability to work independently and as part of a team.

  • Proficiency in using computer applications and insurance software.