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.
License agent minimum 4-40 license OR 2-20
CSR / Insurance Agent Pay is 30K-50K depending on experience.
Sales Agent- 35K-70K depending on experience.
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
Literate verbally and in writing
Friendly phone voice
Coachable – willing to learn
Good work ethic
Clean background / clean drug screen