Insurance Sales Agent Job Description

Insurance Sales Agent Job Description

4.7
169 votes for Insurance Sales Agent
Insurance sales agent provides critical market feedback to leadership regarding local competition and service needs.

Insurance Sales Agent Duties & Responsibilities

To write an effective insurance sales agent job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance sales agent job description templates that you can modify and use.

Sample responsibilities for this position include:

Sale of property and casualty, and Life & Health insurance products through various methods including phone solicitation, direct mail, group presentations, referrals
Complete and maintain training for all products offered by Acceptance
Must be able to develop leads, schedule appointments and identify customer needs
Establish strong customer and community relationships plus follow up with customers as needed
Manage internal and external relationships and represent the organization for projects and other communications that include working with senior internal and external team members on significant matters often requiring complex coordination between organizations
Develop solutions to a variety of problems, typically of moderate scope and complexity
Communicate effectively using persuasion and negotiation techniques
Seek ways of improving client service
Make decisions related to a wide variety of situations within management limits
Sell and complete applications, bind automobile and life insurance policies for clients, including new business, renewals and endorsements

Insurance Sales Agent Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Insurance Sales Agent

Typically a job would require a certain level of education.

Employers hiring for the insurance sales agent job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in General Education, Associates, Education, Communication, Health Insurance, Healthcare

Skills for Insurance Sales Agent

Desired skills for insurance sales agent include:

Pricing
Microsoft Word and Microsoft Excel
Products
Industry competitors and provide critical market feedback to leadership regarding local competition and service needs
Policy features available for sale
Ability to analyze and interpret insurance policies and insurance coverage
Insurance laws
Regulations and processes
Experience in working in a compliance and regulatory environment
MS Office applications

Desired experience for insurance sales agent includes:

Life/Health Licenses a plus
Sales professionals with a proven track record (auto sales, mortgage, .)
Establishing strong customer and community relationships plus follow up with customers as needed
Current Property & Casualty Insurance Sales license preferred
A minimum of one year of work experience that is focused on Sales and/or Customer Service required
A high energy and personable "over the phone" communication style that allows you to be successful in engaging and guiding our customers

Insurance Sales Agent Examples

1

Insurance Sales Agent Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of insurance sales agent. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance sales agent
  • Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance’s G.U.E.S.T
  • Full Time 40 hours per week including some Saturday’s
  • National brand recognition with a financially strong and stable organization
  • A Lucrative Commission structure with unlimited earning potential
  • A Comprehensive Benefits Package that includes Medical, Dental, Vision, 401(k), PENSION Plan,Tuition Assistance and Volunteer Time Off
  • Exclusive recognition program for top performers
  • No Agent overhead expenses
  • A National brand recognition with over 16 million members in 21 states
  • Full Time 37.5 to 40 hours per week including some Saturday’s
  • Develops and maintains relationships with business partners around the community (e.g., preferred insurance agents, loan processors, etc)
Qualifications for insurance sales agent
  • Have computer experience and good organization skills
  • Must be able to provide proof of automobile insurance
  • 2 yrs sales experience highly preferred
  • Property and Casualty Insurance license is preferred
  • Must be able to secure P&C and Life license
  • Property and Casualty Insurance license preferred
2

Insurance Sales Agent Job Description

Job Description Example
Our company is looking for an insurance sales agent. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance sales agent
  • Supervise daily functions of Team Members and effectively recommend disciplinary action or training as circumstances may warrant
  • Be responsible and accountable to achieve annual new business production goals through consultative sales to new clients and cross sell rounding of current clients
  • Develop and manage an active pipeline of qualified prospects, generating leads from personal contacts, cold calling, networking, client referrals, and colleagues
  • Develop a sales and marketing plan to compete with other sales producers or companies who sell personal lines insurance and, outline niche-marketing strategies
  • Work on multiple coverage lines including, but not limited to, personal property, general liability, property and casualty packages
  • Responsible for developing, presenting and selling customized insurance programs that meet or Personal Insurance needs
  • Review prospective and current insureds policy coverage limits, language and accuracy for suitability and gaps
  • Responsible for gathering all required information to obtain quotes on behalf of a client or prospective client
  • Enter all information and notes into Energy’s Agency Management System (EPIC)
  • Responsible for working with the client service team to service and retain current accounts
Qualifications for insurance sales agent
  • Successful completion of background check and ability to pass a drug screen
  • 5 years related sales experience, required
  • 1 year or more of experience supervising a sales team
  • Ability to read, analyze and interpret technical procedures or government regulations presented in English
  • A competitive base salary plus uncapped commissions and residual commissions
  • Sales professionals with a proven track record
3

Insurance Sales Agent Job Description

Job Description Example
Our company is growing rapidly and is hiring for an insurance sales agent. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for insurance sales agent
  • Maintains partnerships with insurance company representatives and underwriters, and works as a liaison between the client and the insurer
  • Enroll Medicare members compliantly into selected Medicare Health Insurance, prescription drug, vision, and dental plans
  • Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act
  • Answer inbound sales calls and conduct outbound follow up calls
  • Actively listen to identify customer questions and needs
  • Meet and/or exceed monthly sales goals
  • Have the flexibility to adapt to new processes rapidly
  • Establish strong customer and community relationships to help develop additional leads and referrals
  • Maintain all current licensing, agency and carrier compliance requirements
  • Maintain partnerships with insurance company representatives and underwriters, and works as a liaison between the client and the insurer
Qualifications for insurance sales agent
  • Current P&C license or ability to obtain a license prior to starting
  • Successful competition of Background Check
  • Strong sales and marketing background with production goals and personal sales responsibilities
  • Demonstrated success in sales acumen, production growth and performance achievements
  • Must be comfortable making daily cold calls and be self-motivated
  • Must have the ability to drive personal performance, problem solve, personal accountability and find new business prospects
4

Insurance Sales Agent Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of insurance sales agent. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for insurance sales agent
  • Thrive on making a positive impression on our prospects and clients
  • Ability to earn a property & casualty insurance license
  • Aptitude to excel with phone-based sales
  • Highly proficient in computer technology and Microsoft Office software
  • Demonstrate professional, tactful negotiation and persuasion skills to achieve goals and deadlines
  • Contagiously upbeat attitude
Qualifications for insurance sales agent
  • Must be able to take direction and course correct quickly
  • Have a passionate desire to work harder and smarter
  • Be skilled at following up with pre-qualified leads who are already looking (No Cold Calling! Great news – right?)
  • Effectively connect with prospective clients on the telephone to help them match their insurance needs with the right coverage
  • Successfully navigate technology
  • Demonstrate quick thinking, intuitive and resourceful client problem solving sales skills
5

Insurance Sales Agent Job Description

Job Description Example
Our company is hiring for an insurance sales agent. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance sales agent
  • A competitive base salary plus uncapped commissions and residual income
  • 3+ weeks of Paid Time Off accrued in your first year
  • Corporate lead generation system drawing from our members within our territory
  • Agent Reward Programs – qualifying high producers are eligible to earn paid trips
  • A New Agent training program with continuous support and knowledge from our sales management team
  • A lead generation system that draws from our membership base
Qualifications for insurance sales agent
  • A competitive salary with a base plus uncapped commissions and residual income
  • 401(k) plan with employer match up to 7%, Health & Life Insurance, Short Term/Long Term Disability, Continuing education including professional development, Tuition Reimbursement, and much more
  • Solid ethical standards
  • Familiarity with Agency Management Systems (Applied/Epic a plus)
  • Medicare Sales (1 year of experience is required)
  • Medicare Compliance

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates