The insurance sales representative takes on the responsibility of communicating with new and existing clients for the purpose of selling insurance policies, advising clients, and gathering information. These representatives are tasked not only with selling a policy to clients, but also with developing strong working relationships by getting to know clients' needs, resources, and property or persons to be insured. As many insurance agencies offer many different types of insurance, the insurance sales representative must know all available policies and remain up to date on organizational practices and requirements.
Insurance Sales Representative Tasks
Process the paperwork to enroll customers in policies and calculate premiums.
Explain insurance policies to customers and help them customize policies to fit their needs.
Sell insurance policies to businesses or individuals.
Utilize referrals, phone calls, mailings, and other forms of advertising to generate new customers.