Provides service to clients' changing insurance needs by selling and servicing property and casualty insurance.

Insurance Agent Job Duties:

(included but not limited to the following)

• 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.

• Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage.

• Maintains customer records by updating account information in agency management system.

• Develops a coordinated protection plan by calculating and quoting rates for coverage.

• Obtains underwriting approval by completing application for coverage.

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

• Provides continuing service by processing changes and policy applications.

• 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.

Account Manager Skills and Qualifications:

Bachelor’s degree or equivalent job experience. Requires a general agent’s license.

Type an average of 50 words per minute, 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.