Job Description

Insurance Sales Life and Health
Duties and Responsibilities

Insurance Sales use their knowledge of insurance policies and companies to recommend coverage to clients.
They possess strong analytical skills and have a deep understanding of financial planning.

Their duties and responsibilities include:

• Analyze clients’ current insurance policies and suggest additions or changes
• Customize insurance programs to suit individual clients
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans
• Calculate premiums and establish payment methods
• Perform administrative tasks, such as maintaining records and handling policy renewals
• Contact underwriters to submit forms for coverage, issue or change endorsements, and bind coverage
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
• Review and update the client’s insurance portfolio periodically
  Qualifications

• Proven work experience as an Insurance Advisor or similar role
• Familiarity with life and health insurance plans
• Ability to work with computers and understand and interpret insurance data
• Strong negotiation skills
• Excellent interpersonal and communication skills
• Professionalism and a strong work ethic
• Insurance license may be required
  Benefits

• Unlimited commission plus incentives
• Health insurance
• All-expense travel package 
• Professional development opportunities

• Flexible work schedule

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