POSITION SUMMARYThis position is responsible for providing service to clients’ changing insurance needs by selling health, dental, life and/or supplemental insurance products.Responsibilities* 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; speaking publicly to community groups on the subject of healthcare coverage.* Determines clients’ particular needs and/or financial situations by scheduling fact-finding appointments; determining extent of present coverage and/or investments; ascertaining long-term goals.* Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.* Completes coverage by delivering policy, planning future follow-up conversations, and evaluations of needs.* Provides continuing service by processing changes in policies and 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 and exploring opportunities to add value to job accomplishments.
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