Insurance Manager

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

Acts as the purchasing agent for the company. Needs to have basic accounting knowledge. Asks for quotes from different vendors via email, call, or similar. Compare and contrast the quotes and recommend or choose the best option. Understand the various clauses of the service level agreement under which the services are being bought. Work to develop a relationship with the vendors. Ensuring the proper insurance requirements are being met by both parties. Must possess or develop strong negotiation skills to ensure that each brokerage delivers a net profit. Ensure each client gets the products they asked for and any complaints are resolved.

Sell services to individuals or businesses. May describe options or resolve client problems.