Insurance agency managers coordinate and oversee the operations of an institution or a branch of an institution that offers insurance services. They provide clients with advice on insurance products.

Tasks

Tasks include -
(a) Planning, directing and coordinating the activities of staff in the branch;
(b) Establishing and maintaining relationships with individual and business customers;
(c) Providing advice and assistance to customers on their financial and insurance needs and with matters such as changes in law that may affect customers;
(d) Examining, evaluating and processing loan and insurance applications;
(e) Monitoring credit extension decisions;
(f) Conducting financial investigations;
(g) Overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports;
(h) Approving or rejecting, or coordinating the approval or rejection of, lines of credit commercial, real estate and personal loans;
(i) Coordinating cooperation with other branches of the company;
(j) Managing budgets, controlling expenditure and ensuring the efficient use of resources;
(k) Overseeing the selection, training and performance of staff.