Insurance Agent Responsibilities and Duties

Ensure to quote automobile and home insurance with different companies.

Present insurance quotes to all potential clients.

Comply with procedures and guidelines along with those of insurance companies represented.

Promote continuously utilization of Customer Service Unit.

Provide service to existing insurance policy holders as required due to sales activity.

Prepare and refer leads of life insurance to respective specialist.

Perform yearly review of current policies as allocated to update information and cross-sell added insurance products as agency offers.

Develop example sheets related to re-insurance, insurance interest as well as double insurance.

Develop and draft proforma or format of Insurance Policy.

Ensure to fill up forms of proposal, personal statements, medical reports and policy forms.

Evaluate proximate reason in insurance practice.

Draft assignment and nomination forms with complete accuracy.

Develop, complete and update regularly claims register.

Ensure to calculate interest on offered loan.

Study and learn about working methods in life insurance offices.

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