This position is responsible for providing service to clients’
changing insurance needs by selling health, dental, life and/or
supplemental insurance products.
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
Determines clients' particular needs and/or financial situations
by scheduling fact-finding appointments; determining extent of
present coverage and/or investments; ascertaining long-term
Develops a coordinated protection plan by calculating and
quoting rates for immediate coverage action and long-term strategy
Completes coverage by delivering policy, planning future
follow-up conversations, and evaluations of needs.
Provides continuing service by processing changes in policies
and reassessing client needs.
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 and exploring
opportunities to add value to job accomplishments.