Description:

Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones
Contacting potential clients and creating rapport by networking, cold calling, using referrals etc
Appraising the wishes and demands of business or individual customers and selling the suitable protection plans


insurance sales representative job description

Job brief
We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.

Responsibilities
Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
Contact potential clients and create rapport by networking, cold calling, using referrals etc
Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
Collect information from clients on their risk profiles in order to offer them the proper solution
Prepare reports to shareholders on the success of your business endeavors
Retain continuous awareness of transactions, sales and terms and keep relative records
Check insurance claims to solidify trust and safeguard reputation
Frequently replenish job-specific knowledge and apply it on the field
Fulfill all company-established policy obligations
Requirements and skills
Proven experience as an Insurance Sales Representative
Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
Ability to work with computers and understand and interpret standard statistical findings
Goal-oriented
Excellent skills in communication and presentation
Experience in delivering client-focused solutions and in creating long-lasting relationships

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