What is the primary role of a sales agent?

The primary role of a sales agent is to sell and service insurance policies on behalf of the insurer. This encompasses a variety of responsibilities including communicating with potential clients to understand their insurance needs, presenting various insurance products, and assisting customers in selecting the most appropriate coverage. Sales agents also play a key role in maintaining relationships with policyholders, answering questions about their policies, and ensuring that they receive the necessary support throughout the life of their insurance contracts.

In this capacity, sales agents act as the primary point of contact between clients and the insurance company, helping to bridge any gaps in understanding regarding policies and coverage options, which ultimately drives customer satisfaction and retention for the insurer.