Overview
The whole job description
- Some of the things that they are responsible for are selling insurance goods with the goal of building and keeping a book of business.
- Work closely with the people in the marketing department to get quotes from insurance companies.
- Get quotes from insurance companies and help clients when it makes sense by working directly with them.
- Give clients new or renewed offers that include details about coverages and price choices.
- At least once a year, look over current accounts and tell customer service or marketing to decide if the account should be promoted.
- Meet or beat the sales goals set by management every month or every year.
- As directed by management, finish projects and set up procedures and processes for sales efforts.
What’s needed:
Skills Needed:
- You should have basic business understanding of the insurance field from working for an insurance company or an agent before.
- Simple business skills.
- Good at talking and writing things down.
work:
- You must have a high school diploma or GED and at least three years of work in sales or insurance.
- License for an agent or broker.
