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Independent Insurance Agent Job Description 

Independent Insurance Agent Job Responsibilities:

Provides service to clients’ changing insurance needs by selling life, Home, Auto insurance.


Insurance Agent Job Duties:

  • 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 financial well-being.


  • Determines clients’ particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
  • Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.


  • Obtains underwriting approval by completing an application for coverage.


  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.


  • Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.


  • Provides death benefits by delivering policy proceeds; 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; exploring opportunities to add value to job accomplishments.


  • Want to become an Insurance agent, no problem we will guide you every step throughout the process.


Insurance Agent Skills and Qualifications:

Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge,

General Math Skills, Organization,Dependability, Statistical Analysis.


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