What is the primary role of an "insurance agent"?

The primary role of an insurance agent is to sell policies and assist clients in selecting coverage. This function is central to the agent's duties, as they serve as the main point of contact between the insurance company and potential clients. Agents are tasked with understanding the various insurance products offered, which allows them to guide clients in choosing the right policies that meet their individual needs and financial situations.

By evaluating a client’s circumstances and preferences, an insurance agent can effectively explain the benefits and limitations of different coverage options, ensuring that clients are well-informed. This personalized service is essential as it helps clients make decisions that provide the appropriate level of protection for their assets, health, and life circumstances.

This role involves not just selling policies but also building relationships with clients, understanding their evolving needs, and providing ongoing support even after a policy is sold. Agents are crucial for fostering trust in the insurance process, leading to better client satisfaction and retention over time.