Motivated Insurance Agent Partners

Insurance Agent Job Duties:

• Auto, Home, Flood Insurance Sales for an independent insurance agency.


• Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.


• Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.


• Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.


• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.


• Obtains underwriting approval by completing application for coverage.


• Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.


• Provides continuing service by providing direct deposit forms; processing changes and processing renewals.


• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.


• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Insurance Agent Skills and Qualifications:

• Insurance License Required


• Laptop and Cell Phone