Insurance Agent job description

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Description

Insurance Agents are required to sell insurance policies to companies or individual clients. They may work at different types of services offering property insurance, auto insurance, medical insurance, life insurance, among other plans. These professionals must understand the specific needs of a client in order to meet their requirements with the best suitable insurance policy. They may work for a single insurance company or with different insurance companies.

Insurance Agents usually perform many of the following tasks:
• Selling policies.
• Giving advice to clients.
• Preparing reports.
• Maintaining records.
• Looking for new clients.

Skills

• Having good communication skills.
• Being an excellent salesperson.
• Having math skills.
• Being self-motivated.
• Having negotiation skills.
• Being able to meet strict deadlines.
• Having time management skills.
• Being confident.
• Having good knowledge of subjects related to insurance.
• Having customer service skills.

Education

Insurance Agent jobs demand candidates having a College Degree or a High School Diploma including relevant experience in business administration, economics, or sales. Students who want to work on this field are encouraged to take courses related to business and economics in order to gain suitable knowledge and skills. Some professionals of this industry started working at hotels or retail stores to obtain relevant customer service experience that is required by several employers. The Certified Financial Planner Board of Standards offers the Chartered Financial Consultant and the Certified Financial Planner credentials for people working on this area. Candidates for those qualifications must have education prerequisites, relevant work experience, and pass a comprehensive examination.

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