Role OverviewThe Insurance Agent will meet with prospective and existing clients to assess their needs, explain insurance options, and recommend suitable products and coverage levels.
What You Will Do
Daily responsibilities include generating and following up on leads, preparing quotes, processing applications, and maintaining accurate policy records.
Why It Might Be a Fit
The role involves collaborating with team members, staying current on company offerings and industry regulations, and participating in local community and business development activities.
Requirements
- Insurance Sales skills
- Knowledge of Insurance products and practices
- Understanding of Finance principles
- Strong Customer Service skills
- Effective written and verbal communication skills
- Organizational and time-management skills
- Comfort with basic computer systems and insurance-related software
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