Insurance Agent (611211)

Tasks & Responsibilities

• Interviewing clients to identify their insurance needs
• Explaining to clients details of insurance and conditions, risk coverage, premiums and benefits
• Assisting clients to determine the type and level of coverage required
• Calculating premiums and establishing method of payment
• Reviewing clients' circumstances to ensure that the level and coverage of insurance is still appropriate
• Settling and monitoring insurance claims to ensure that both client and insurer are satisfied with the outcome
• Recording information about clients and their policies
• Identifying and drawing up lists of potential clients from a variety of sources and contacting them to arrange interviews
• Keeping up-to-date with changes in the insurance industry and informing clients of new developments