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Insurance Agent Job Description

Insurance Agent Job Description - Image

Job Overview

We are looking for an Insurance Agent to join our team. Your role is to maximise the customers by determining the strategies for new insurance contracts and modify the existing ones if required. You will customise insurance plans that suits our customer needs and analyze the physical condition and legal aspects of a property or person to be insured. Maintaining good relations with the customer and providing best customer services are also the part of your job.

If you think you are capable of this job then do apply and become part of our company!!


  • Maintain good relationships with the customers.

  • Expand our customer base by different methods such as calls, emails and references.

  • Propose new insurance plans to the customers according to their financial conditions.

  • Analyse the customer’s risk profile and suggest the protection plan according to their circumstances.

  • Determine risk management strategies for the prospective customers according to their need.

  • Determine the protection coverage rates by calculating the immediate action plans.

  • Explain the policies in detail to the customers as per their needs.

  • Make new policies and plans according to the company’s policies and modifying the existing ones.

  • Make report of the monthly targets of insurance sales.

  • Update and maintain the record of clients on a regular basis.


  • Bachelor’s degree in any discipline.

  • 2 years of work experience as an Insurance Agent.

  • Proficient knowledge of different protection plans such as fire, property, automobile etc.

  • CIC (Certified Insurance Counselors) Program Certificate will be an added benefit.

  • Valid license to work as an Insurance Agent.

  • Proficient knowledge of MS Office.

  • Excellent communication and interpersonal skills.

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