Customize insurance programs to suit individual customers, often covering a variety of risks.

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Sell various @types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.

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Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

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Perform administrative tasks, such as maintaining records and handling policy renewals.

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Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

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Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

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Confer with clients to obtain and provide information when claims are made on a policy.

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Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

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Contact underwriter and submit forms to obtain binder coverage.

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Select company that offers @type of coverage requested by client to underwrite policy.

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Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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Develop marketing strategies to compete with other individuals or companies who sell insurance.

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Calculate premiums and establish payment method.

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Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive tec

Diego Consulting LLC

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Insurance sales agent