About the Insurance Agent Position
We're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with P.R financial , you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.
Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you'd excel as an Insurance Agent, we'd love to hear from you.
Insurance Agent Responsibilities
- Identify opportunities to sell life, health insurance to a variety of clients, working with them to find the policy that best suits their needs
- Go through policies with clients so that they have an understanding of the insurance costs and benefits
- Maintain all client records
- Provide continual service by processing insurance renewals and working to retain clients
- Track insurance claims to ensure the satisfaction of all parties
- Distribute policy funds after a claim has been settled
- Answer client and potential client insurance-related queries as needed
Insurance Agent Requirements
- BA/BS in business, economics, or related field preferred
- Appropriate insurance licensing where required by law
- Excellent customer service skills
- Superb communication and negotiation skills
- In-depth knowledge of different types of insurance, including life, health insurance
- Strong organizational and time-management skills
- Proficient software skills, including Microsoft Office Suite