The tasks an Insurance Agent is expected to perform include:

• Identifying and making a list of prospective insurance buyers through social contacts, business directories, etc.
• Meeting identified clients to sell insurance policies covering risk of life, property, business, etc.
• Explaining the benefits of various insurance plans devised by the company
• Ensuring that policy requirements are fulfilled including any necessary medical examinations property inspection, completion of appropriate forms, etc.
• Collecting the advance against the first premium from client and depositing the same in the respective branch, bank, etc.
• Assisting the policy holders in servicing their policies
• Achieving the stipulated business target annually
• Assisting policy holders in getting their claims settled