Job Description

Responsibilities :

- Contacts prospective clients about insurance products and policies.

- Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.

- Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.

- Suggests modifications and updates to clients existing insurance policies.

- Builds customized insurance policies and packages to meet client's needs.

- Processes insurance policy renewals.

- Assists clients with filing insurance claims.

- Maintains print and electronic records and files as required.

- Performs other related duties as assigned.

Required Skills/Abilities :

- Extensive knowledge of various insurance products and policies.

- Ability to determine best insurance policy for individual clients.

- Excellent interpersonal and sales skills.

- Ability to identify and contact prospective clients.

- Excellent written and verbal communication skills.

- Proficient in Microsoft Office Suite or similar software.

Education and Experience :

- High school diploma or equivalent required; Bachelor's degree preferred.

- Licensed to sell insurance in applicable state.

- Two years of related experience preferred.