Insurance Sales Representative job description template | Workable

This Insurance Sales Representative job description template is optimized for posting in online job boards or careers pages and easy to customize for your company.

Insurance Sales Representative Responsibilities

Include:

  • Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc
  • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans

 

insurance sales representative job description

Job brief

We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.

Responsibilities

  • Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Contact potential clients and create rapport by networking, cold calling, using referrals etc
  • Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
  • Collect information from clients on their risk profiles in order to offer them the proper solution
  • Prepare reports to shareholders on the success of your business endeavors
  • Retain continuous awareness of transactions, sales and terms and keep relative records
  • Check insurance claims to solidify trust and safeguard reputation
  • Frequently replenish job-specific knowledge and apply it on the field
  • Fulfill all company-established policy obligations

Requirements

  • Proven experience as an insurance sales representative
  • Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
  • Ability to work with computers and understand and interpret standard statistical findings
  • Goal-oriented
  • Excellent skills in communication and presentation
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • High school or BSc degree

More resources:

  • Source and recruit Insurance Sales Representatives with Workable’s Boolean search cheat sheets.