Job Description

About the Insurance Agent Position

We're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with P.R financial, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals. 

Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you'd excel as an Insurance Agent, we'd love to hear from you. 

Insurance Agent Responsibilities

• Identify opportunities to sell life, health insurance to a variety of clients, working with them to find the policy that best suits their needs
• Go through policies with clients so that they have an understanding of the insurance costs and benefits
• Work alongside marketing team members to further client outreach
• Work alongside insurance adjusters
• Maintain all client records
• Provide continual service by processing insurance renewals and working to retain clients
• Track insurance claims to ensure the satisfaction of all parties
• Distribute policy funds after a claim has been settled
• Answer client and potential client insurance-related queries as needed

Insurance Agent Requirements

• BA/BS in business, economics, or related field preferred
• Appropriate insurance licensing where required by law
• Excellent customer service skills
• Superb communication and negotiation skills
• In-depth knowledge of different types of insurance, including life, health insurance
• Strong organizational and time-management skills 
• Proficient software skills, including Microsoft Office Suite
  

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