Your Success Partner

BFSI

Insurance Agent

Helps individuals and families choose suitable life, health, motor or other insurance policies, and supports them with renewals and claims. Agents must meet the insurance regulator's licensing requirements before selling policies.

Insurance companies, insurance agencies and brokers, often working in the field with flexible hours.

Typical tasks

  • Meet prospective customers and understand their needs
  • Explain policy features, exclusions and premiums
  • Help customers complete proposal forms and documents
  • Remind customers about renewals
  • Assist customers and families during claims
  • Keep records of clients and policies

Key skills

  • Understanding of insurance products
  • Needs-based selling
  • Clear and honest communication
  • Networking and relationship building
  • Documentation and record keeping
  • Regular follow-up

Growing in this career

Experienced agents can grow into senior advisor or team leader roles, or join insurers in sales management.

Role information is general career guidance. Programme availability, eligibility and batch dates are shared by our counsellors on enquiry.