An Insurance Agent helps individuals and businesses choose insurance policies that best meet their needs. They sell life, health, auto, property, and other types of insurance. The agent's primary goal is to build trust, assess customer requirements, and provide the right coverage options while meeting sales targets.
Key Responsibilities:
Identify clients’ insurance needs through consultations.
Explain various insurance policies (life, health, vehicle, home, etc.).
Recommend suitable insurance plans based on client profiles.
Generate leads and follow up with prospective customers.
Maintain strong customer relationships through regular follow-up.
Process new insurance applications and handle policy renewals.
Assist clients with claims, policy changes, or any issues.
Achieve monthly/quarterly sales targets.
Maintain records of client interactions and policies sold.
Stay up to date with industry trends and insurance products.