POSITION SUMMARY This 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. Associated topics: broker, call center, commission, guest, healthcare, insurance sales agent, lead sales agent, life insurance sales, sales, sales associate
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