Insurance Agents work for different insurance agencies helping clients sign up for policies that work best for their lifestyle. They can work either one-on-one with individuals on creating insurance policies, or they collaborate with business professionals to develop ideal policies for groups of employees. Insurance Agents are often responsible for finding their own clients through methods like cold calling, contacting referrals and networking. They work to build a consistent relationship with clients by regularly renewing and updating their policy according to the clients’ needs and lifestyle changes. After they’ve worked with clients for a while, Insurance Agents will provide detailed reports on how well the policy is performing and any progress being made.
O que faz um Insurance Agent?
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.
Responsabilidades
Um Insurance Agent deve ser capaz de cumprir vários deveres e responsabilidades. A seguir apresentam-se alguns deveres e responsabilidades que um Insurance Agent deve ser capaz de desempenhar:
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
Habilidades necessárias
Um Insurance Agent competitivo terá determinadas competências e qualificações, incluindo:
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.
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