POSITION SUMMARY This position is responsible for providing service to clients?? changing insurance needs by selling health, dental, life and/or supplemental insurance products. Responsibilities 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 healthcare coverage. Determines clients' particular needs and/or financial situations by scheduling fact-finding appointments; determining extent of present coverage and/or investments; ascertaining long-term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. 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. Associated topics: commission, client, insurance agent, insurance sales agent, outside sales, phone, retail, sales associate, sales position, sales professional
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.