Robbinsrecruiting

Insurance Agent

Palestine, TX

Sponsorship not specified$50k-$50kDetected 124 days ago

Business DevelopmentCustomer Support

About the role

The Insurance Agent is responsible for providing clients with comprehensive insurance solutions tailored to their needs.
The Agent specializes in providing his/her clients with insurance policies that protect them against damage, illness, theft or death.
Primary objective of this professional is to sell policies that will meet the requirement of the client.

attend programs, seminars and meetings to learn about new techniques, services and products and acquire mechanical support in creating new accounts
Call on clients or policy holders to explain and deliver policy, to change beneficiaries, to estimate insurance program and recommend changes or additions
Calculate premiums of policy and discuss the same with the clients; attend programs, seminars and meetings to learn about new techniques, services and products and acquire mechanical support in creating new accounts
Maintain accurate records of all client interactions and transactions in agency management system
Collaborate with team members to achieve agency sales goals and performance standards
Perform other duties as assigned by management

Ability to read and interpret policies, procedures, memorandums, etc.
Ability to present oneself in a clean, professional appearance and demeanor
Display an ability to remain attentive and discreet
High school diploma or equivalent
Obtain Insurance license
Successful completion of background check
Proficient with computers and standard office equipment
Provide courteous, knowledgeable and professional customer service both in person and on the phone
Assume responsibility, display initiative, and exercise good judgment
Organizational ability and dependability
Ability to work cooperatively with others as part of a formal or informal team to accomplish Insurance Agency goals; to respect the needs, ideas, and contributions of others
Commitment to ongoing professional development and required continuing education

Identify and assess client needs to recommend suitable insurance coverage options.
ensure that the given policy suits the client's needs, considering any essential medical test and the completion of form correctly
Explain features, benefits and demerits of various policies to encourage sale of insurance plan
Opt for a company that offers certain type of coverage requested by the client

Greet walk-in customers and other visitors with a warm welcome and a smile.
Look for new clients and increase the clientele by developing network to find out prospective clients and new customers

The Insurance Agent responsibilities involve providing information about the various policies to the prospective clients or policy holders or the existing clients, clarifying doubts and convicting them to opt for the right policy that will fulfill their requirement.

This listing is sourced directly from Robbinsrecruiting's careers page and normalized into a canonical job model.