Sophia Carter
Insurance Sales Agents help clients find the best insurance policies that fit their needs, offering a wide range of products such as health, life, auto, and property insurance.
Department : Insurance Sales Agent
Years of Experience : 10
Number of Awards : 5
Key responsibilities:
Assessing clients’ insurance needs and recommending suitable policies.
Explaining policy terms, conditions, and coverage options to clients.
Helping clients complete and submit insurance applications.
Following up with policyholders to offer policy reviews and updates.
Handling renewals and assisting with claim submissions.
How to become an insurance sales agent:
A high school diploma or equivalent is typically required, with further training or licensure depending on the insurance type and location.
Key skills:
Strong interpersonal and communication skills.
Sales and negotiation abilities.
Customer service orientation.
Knowledge of insurance products and regulations.