Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage
Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies
Suggest modifications and updates to existing clientsβ insurance policies
Source potential clients through professional networks, cold calls, referrals and scouting
Advise clients on potential risks and benefits of each policy
Excellent written and verbal communication skills
Comfortable speaking with clients, whether over the phone or in person
Persuasive argumentation and listening skills
Ability to identify and contact prospective clients
Ability to study and have knowledge of different types of insurance plans