An Insurance Agent, or Insurance Sales Agent, assists clients in selecting insurance policies that best meets their needs, preferences and budgets. Their main duties include creating client payment methods, recommending risk management strategies to clients and providing policy proceeds after clients’ submitted claims are approved.
يجب أن يكون Insurance Agent قادرًا على الوفاء بواجبات ومسؤوليات مختلفة. فيما يلي بعض الواجبات والمسؤوليات التي يجب أن يكون Insurance Agent قادرًا على تنفيذها:
- Promote the insurance agency to customers who need insurance
- Network with potential customers
- Educate customers on each type of insurance coverage and make recommendations based on their needs
- Evaluate current insurance policies and recommend additional coverage when needed
- Maintain all insurance documents in a confidential way
سيكون لدى Insurance Agent التنافسي مهارات ومؤهلات معينة، بما في ذلك:
- The primary responsibility of an Insurance Agent is to sell insurance policies. Good sales skills will assist the Insurance Agent in meeting sales goals and increasing their customer base.
- Written and verbal communication skills are crucial when working as an Insurance Agent. Insurance Agents will need to develop relationships, educate and communicate with customers frequently.
- Analytical skills will also assist the Insurance Agent when calculating premiums and deductibles. The ability to quickly add, subtract, divide and multiply percentages will help the Insurance Agent when educating the customer.
- A good amount of patience is important when working as an Insurance Agent. Insurance Agents may need to wait until potential customers are ready to renew their package or until their insurance needs to be changed.
