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Insurance Agent job description

This Insurance Agent job description template can be used to advertise open positions in your company. Customize the responsibilities and requirements according to your role’s specific needs.
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Insurance Agent job brief

We are looking for a reliable and experienced Insurance Agent to join our team. As an Insurance Agent, you will be responsible for providing comprehensive insurance services to clients while ensuring their needs are met promptly and efficiently in a budget-friendly manner. You will also be responsible for developing marketing strategies to promote our insurance services and connect with potential clients. You must have excellent communication skills, be self-motivated, and able to work well under pressure.

Insurance Agent responsibilities

  • Establish strong client relationships and understand their insurance needs.
  • Offer appropriate insurance policies that fit clients' needs, coverage, and budget.
  • Develop and implement marketing strategies to increase sales.
  • Provide customized insurance advice and counseling to clients.
  • Evaluate claims and facilitate settlements to ensure clients receive maximum coverage.
  • Continuously seek new business opportunities and build client relationships through networking and referrals.
  • Maintain regular communication with clients regarding policy changes or renewals.
  • Keep accurate records of clients' policies, claims, and payments.

Requirements

  • Proven work experience in insurance sales or a similar industry
  • A degree in Business Administration, Finance, or any other related field
  • Sound knowledge of the insurance industry, policies, regulations, and products
  • Must hold a valid Insurance Agent’s license
  • Excellent communication (oral and written) and interpersonal skills
  • Ability to work flexibly and handle multiple tasks simultaneously
  • Strong negotiation and customer service skills
  • Solid organizational and time-management abilities
  • Proficient in computer applications including MS Office and client management software
  • Must have a clean driving record and a valid driver’s license

As an Insurance Agent, you will play a critical role in maintaining relationships with existing clients while building a book of new business. Your ability to help clients make informed decisions about their insurance coverage will be vital in ensuring client satisfaction with the services we provide. If you're up for the challenge and meet the requirements, please submit your application now.

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Bill Twinning
Talent Resources & Development Director - Charoen Pokphand Group
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Ahmed Firdaus
Director - MRINetwork, Executive Search Firm
I've been using Manatal for the past couple of months and the platform is excellent, user-friendly and it has helped me a lot in my recruitment process, operation and database management. I'm very happy with their great support. Whenever I ask something they come back to me within minutes.
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Senior Talent Acquisition - Manpower Group
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Human Resources Manager - Oakwood
Manatal is a sophisticated, easy-to-use, mobile-friendly, and cloud-based applicant tracking system that helps companies achieve digitalization and seamless integration to LinkedIn and other job boards. The team at Manatal is very supportive, helpful, prompt in their replies and we were pleased to see that the support they offer exceeded our expectations.
Maxime Ferreira
International Director - JB Hired
Manatal has been at the core of our agency's expansion. Using it has greatly improved and simplified our recruitment processes. Incredibly easy and intuitive to use, customizable to a tee, and offers top-tier live support. Our recruiters love it. A must-have for all recruitment agencies. Definitely recommend!
Ngoc-Thinh Tran
HR Manager, Talent Sourcing & Acquisition - Suntory PepsiCo Beverage
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