Insurance Sales Representative Job Description Template

Insurance Sales Representative Job Description Template
What is an Insurance Sales Representative?

An Insurance Sales Representative is a professional who is responsible for selling insurance contracts to individuals or businesses. They offer various insurance plans and assess the needs of customers to provide suitable coverage.

What does an Insurance Sales Representative do?

An Insurance Sales Representative designs and implements effective marketing strategies to sell insurance contracts. They reach out to potential clients, establish rapport, and understand their requirements. Furthermore, they offer suitable insurance plans based on the clients’ needs and collect information to provide the best solutions. They also prepare reports on business performance, maintain records, and ensure compliance with company policies. Ultimately, their goal is to acquire new clients, build strong relationships, and contribute to the growth of the insurance business.

Insurance Sales Representative responsibilities include:
  • Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones

  • Contacting potential clients and creating rapport by networking, cold calling, using referrals etc

  • Appraising the wishes and demands of business or individual customers and selling the suitable protection plans

 Job brief

We are seeking a highly motivated and competitive Insurance Sales Representative to join our team and drive the expansion of our business. Your primary responsibility will be to proactively seek out and acquire new clients, understanding their specific insurance needs and offering tailored solutions. By building strong relationships, your aim will be to facilitate business growth and enhance our firm’s reputation in the market.

As an Insurance Sales Representative, you will play a crucial role in promoting our insurance products and services. This will involve engaging with potential clients, showcasing the benefits of our offerings, and effectively closing sales. Additionally, you will actively contribute to our marketing efforts and stay updated on industry trends to provide informed recommendations to clients.

Ultimately, your dedication and results-driven approach will contribute to the overall success and growth of our firm.

Related link: Sales Executive Job Description Template

  • Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones

  • Contact potential clients and create rapport by networking, cold calling, using referrals etc

  • Appraise the wishes and demands of business or individual customers and sell the suitable protection plans

  • Collect information from clients on their risk profiles in order to offer them the proper solution

  • Prepare reports to shareholders on the success of your business endeavors

  • Retain continuous awareness of transactions, sales and terms and keep relative records

  • Check insurance claims to solidify trust and safeguard reputation

  • Frequently replenish job-specific knowledge and apply it on the field

  • Fulfill all company-established policy obligations

Requirements and skills
  • Proven experience 

  • Good comprehension of insurance plans including automobile, fire, life, property, medical etc.

  • Ability to work with computers and understand and interpret standard statistical findings

  • Goal-oriented

  • Excellent skills in communication and presentation

  • Experience in delivering client-focused solutions and in creating long-lasting relationships

  • High school or BSc degree

Salary range

The salary range for an insurance sales representative is between RM 3,500 to RM 5,200.

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