Insurance Agency Owner
ほけんだいりてんぬし
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales-Related Occupations
- Minor : Insurance Agents and Brokers
Summary
A profession that proposes insurance products, handles contract procedures and aftercare on behalf of insurance companies, and manages and operates an insurance agency.
Description
Insurance agency owners handle a variety of insurance products such as life insurance and property and casualty insurance, proposing optimal plans tailored to customers' life events and risks. They engage in new customer development, follow-up with existing customers, contract procedures, preparation and submission of various application documents, post-contract maintenance tasks, as well as staff management, accounting and bookkeeping, building compliance systems, and overseeing all aspects of agency management.
Future Outlook
The insurance market has entered a mature phase with intensifying competition. While adaptation to online sales and digital channels progresses, there is stable demand for coverage reviews in an aging society. Customer-tailored consulting skills and digital transformation (DX) capabilities will be key to differentiation.
Personality Traits
Work Style
Field Sales / Flexible Hours Possible / Freelance / Office Work / Remote Work Combined
Career Path
Property and Casualty Insurance Agent → Life Insurance Agent → Agency Staff → Independent Management as Agency Owner → Corporate Agency Management
Required Skills
Contract Document Preparation / Customer Requirements Analysis / Insurance Agent License / Insurance Product Knowledge
Recommended Skills
CRM Tools / Financial Planner License / Marketing Knowledge / Sales Management
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Because errors in contract documents can lead to trouble. |
| Communication Skills | To accurately identify customer needs and build trusting relationships. |
| Initiative & Leadership | To proactively promote sales activities and agency operations. |
| Planning & Organization | To properly develop sales strategies and manage operations. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Mainly desk work and client meetings, no great physical strength required. |
Related Qualifications
- Life Insurance Agent License
- Property and Casualty Insurance Agent License
Aliases
- Insurance Agency Manager
- Insurance Agency Owner
- Insurance Broker Shop Owner
Related Jobs
- Financial Product Intermediary
- Insurance Planner
- Life Insurance Agent
- Property and Casualty Insurance Agent