Insurance Sales Representative
Job Description Template

Job Overview 

Our Sales team is looking for an Insurance Sales Representative on an urgent basis. As an Insurance Sales Representative, you will be responsible for selling insurance policies to our customers. You will also be responsible for coordinating with clients and answering all their questions on time. 

You should be able to recommend insurance policies to the clients after analyzing the risk involvements. In addition to this, you should have exceptional time management abilities and the ability to organize tasks effectively.  

To be successful in this job role, you should be a customer-oriented individual with a strong negotiating ability. Prior work experience as an Insurance Sales Representative or a similar position will be an added advantage for the candidate. 

If you think you are fit for this job role then drop in your job application now. 

Responsibilities 

• Developing an effective strategy to attract clients. 

• Building a strong relationship with the new and existing clients. 

• Educating clients about the various insurance policies such as automobile, land, health, and many others. 

• Advising the clients on which insurance policy they need to purchase. 

• Communicating with the clients and maintaining a good rapport with them. 

• Answering questions of the client based on insurance policies. 

• Identifying the risk involvements based on the client's requirements. 

• Analyzing the clients present policies and recommending changes if needed. 

• Ensuring the company rules and regulations are formulated accordingly. 

• Maintaining clients records on a monthly basis. 

• Preparing and presenting reports for the higher authorities. 

• Handling insurance policies renewals. 

• Expanding clients base by communicating with the clients. 

• Staying abreast of the latest trends in the insurance industry. 

Requirements 

• Bachelor’s degree in any specialization or High school diploma. 

• Working experience as an Insurance Sales Representative or a similar position in the Sales department. 

• Excellent understanding and knowledge of various insurance policies. 

• Knowledge of the bureau of labor statistics in the insurance industry. 

• Demonstrate ability to deal with different personalities. 

• Good communication skills. 

• Proficient in Microsoft Office Tools. 

• Ability to manage time efficiently. 

• Exceptional interpersonal and organizational skills. 

• Good sales and negotiation skills. 

• Outstanding presentation skills. 

• A highly organized and hardworking individual. 

• Good customer service skills.