Career description:
Insurance agents sell and negotiate life, health, property, or other types of insurance to match the needs of their clients. As an insurance agent, you may work for an insurance company, refer clients to independent brokers, or work as an independent broker.
What it’s like:
Common duties:
- Attend meetings, seminars, and programs to learn about new products and services
- Calculate premiums and establish payment methods
- Report the progress of initiatives to stakeholders
- Maintain bookkeeping systems, databases, and records
- Monitor insurance claims
- Meet customers’ expectation to ensure satisfaction of insurance coverage
- Continuously educate yourself on the industry and learn about new products and services
- Fulfill all policy requirements
- Help clients settle any claims on their insurance
- Customize insurance programs to suit individual customer needs
- Ensure that policy requirements are fulfilled, including completion of the appropriate forms
- Inspect property in order to examine its overall condition and decide its insurance risk
- Make sure all paperwork is filled out and filed to put insurance policies in place
- Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company
Similar occupations:
Insurance Agent, Insurance Broker, Insurance Sales Agent, Sales Agent, Sales Associate, Sales Representative, Underwriting Sales Representative
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