Key responsibilities:
- Assessing clients’ insurance needs and recommending suitable policies.
- Explaining policy terms, conditions, and coverage options to clients.
- Helping clients complete and submit insurance applications.
- Following up with policyholders to offer policy reviews and updates.
- Handling renewals and assisting with claim submissions.
How to become an insurance sales agent:
A high school diploma or equivalent is typically required, with further training or licensure depending on the insurance type and location.
Key skills:
- Strong interpersonal and communication skills.
- Sales and negotiation abilities.
- Customer service orientation.
- Knowledge of insurance products and regulations.
