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  2. The primary role of an insurance agent is to help clients select the right insurance policy to meet their needs. This involves understanding the client’s situation, evaluating their risks, and recommending policies that provide adequate coverage.

    • What Does An Insurance Agent do?
    • What Makes A Good Insurance Agent?
    • What’s The Difference Between An Agent and A Broker?

    In the world of insurance, an agent is a person who sells insurance policies on behalf of an insurance company. An agent can be either captive or independent. A captive agent isn’t trapped in their office; it means they sell policies on behalf of just one insurance provider (like Square One’s licensed agents). An independent agent sells policiesfor...

    A good agent will always put the needs of their clients first. They may be selling insurance, but their responsibility is to sell a policy that meets the clients’ needs without upselling a bunch of unnecessary coverage. Exceptional customer service is one of the hallmarks of a great insurance agent. Some people are very intimidated by the process o...

    Insurance agents and insurance brokersare often mistaken for one another. Rather than working for an insurance company, insurance brokers work for clients. A broker will determine their client’s needs first, and then shop around to multiple different insurance providers to find the best fit. For a deeper look at insurance brokers, check out our ent...

  3. Whether an Insurance Agent is a self-employed broker, or works for a private insurance company, some common duties and responsibilities include: Introduce their clients to all available insurance policy options and clearly explain them. Promote and sell a variety of insurance products.

  4. Their duties and responsibilities include: Evaluating the needs of the client and recommending suitable insurance policies. Explaining the features, advantages, and disadvantages of various policies to promote the sale of insurance plans. Calculating premiums and establishing payment methods.

  5. Aug 18, 2024 · Some of an agent’s primary responsibilities include: Calling potential customers to inquire about their current policies and adding to their customer base. Interviewing prospective clients about their financial resources and the coverage they require. Analyzing customer policies and needs and suggesting changes or additions to their policies.

  6. Job duties. Here are some of the main activities and tasks that Insurance agents and brokers have to perform, and some of the physical demands they involve: Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance to clients. Establish client insurance coverage, calculate premiums and establish method of payment.

  7. Apr 9, 2019 · Insurance agents sell and negotiate life, health, property, or other types of insurance to match the needs of their clients. As an insurance agent, you may work for an insurance company, refer clients to independent brokers, or work as an independent broker.

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