Agency Partner

Key Responsibilities

Prospecting and Sales: Identify potential clients, network to generate leads, and sell various types of insurance policies.

Needs Assessment: Meet with clients to understand their financial situation, risk exposure, and long-term goals to recommend suitable coverage.

Policy Guidance: Explain different insurance plans, their benefits, terms, and conditions, and help customize policies to meet client needs.

Application and Underwriting: Assist clients with completing application forms and obtaining underwriting approval for policies.

Client Service: Provide ongoing support by processing changes to policies, assisting with claims, and performing policy evaluations.

Relationship Management: Develop and maintain strong, long-term relationships with clients to ensure continued business and client satisfaction.

Market Awareness: Stay informed about industry trends, new products, and regulatory changes to provide the most relevant advice.

Administrative Tasks: Maintain accurate and confidential client records and ensure proper documentation for all transactions.

Essential Skills and Qualifications

Sales Skills: Ability to promote insurance products and close sales effectively.

Interpersonal Skills: Excellent communication, negotiation, and customer service skills.

Analytical Skills: Ability to assess client needs and financial situations to match them with appropriate policies.

Product Knowledge: Strong understanding of various insurance products, policies, and market conditions.

Regulatory Compliance: Knowledge of insurance laws and regulations, and adherence to ethical standards.

Licensing: Must obtain the necessary licenses to sell insurance policies.