Insurance Agent Job Description
Insurance agent
provides critical market feedback to your supervisor regarding local competition and service needs.
Insurance Agent Duties & Responsibilities
To write an effective insurance agent job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance agent job description templates that you can modify and use.
Sample responsibilities for this position include:
Develop and maintain relationships with business partners around the community
Experience a culture that focuses on collaboration, innovation and giving back to the community
Comfortably navigate technology while listening and talking on the phone
Submit complete applications in a timely manner
Provide quotations, pricing, and required information to new prospects
Develop skills as an Insurance Professional where you will acquire a range of skills that can provide a variety of methods to serve our policyholders
Answering inbound calls from customers, no cold calling required
Educating customers on various plans
Identifying a healthcare plan that best suits the customer's needs
Answers telephone, email and fax inquiries from Commercial lines policy owners and Agents
Insurance Agent Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Insurance Agent
List any licenses or certifications required by the position: INS, USPS, RBC, AMF
Education for Insurance Agent
Typically a job would require a certain level of education.
Employers hiring for the insurance agent job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Education, General Business, Business, New Agent Training, Foundation, Business/Management
Skills for Insurance Agent
Desired skills for insurance agent include:
Industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs
Product pricing and policy features
Products offered in their market
Microsoft Word and Microsoft Excel
Word
Excel
Microsoft Word
Microsoft Excel and AS-400/Mocha
Proprietary company systems
Community
Desired experience for insurance agent includes:
Possess the ability to perform cost/plan analysis and demonstrate an ability to provide prospective members with a recommendation best suited for caller’s individual needs that is consistent with product/plan benefits
Possess ability to understand and utilize computer systems
Perform accurately and timely data entry
The ability to explain complex information in clear, concise terms
Must be detail-oriented, motivated self-starter, with excellent time management, organization, and computer skills
Previous experience in wireless sales environment (AT&T, Verizon) strongly preferred
Insurance Agent Examples
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Insurance Agent Job Description
Job Description Example
Our company is hiring for an insurance agent. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance agent
- Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests
- Develop leads, schedule appointments, identify client needs and market appropriate products
- Utilize established client-focused, needs-based review process to educate clients about insurance options
- Professional agents answer inbound calls from potential new customers who have expressed an interest in new or additional products and services
- Continually learn and develop knowledge of products and services
- Consistently meet established sales quotas, productivity, schedule adherence, and quality standards
- Prepare, monitor and process renewals in coordination with Account Executive, in accordance with agency procedures
- Daily account servicing, assisting clients via telephone &/or electronically
- Facilitate and monitor invoicing, monthly statements, payments and finance agreements
- Maintain monthly reports, suspense, unbilled premium, renewal retention, to be kept current date as required by quality management guidelines
Qualifications for insurance agent
- Salary plus commission/bonus
- Valuable experience
- This position requires a Property and Casualty or Personal Lines License
- Insurance experience (Underwriting, Claims, Service, ) strongly preferred
- Ability to navigate easily through multiple computer systems concurrently
- Must be able to work a scheduled 40-hours per week and these hours/days are determined based on the operational hours for the location assigned
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Insurance Agent Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of insurance 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 agent
- Maintains a cordial and professional relationship with clients, co-workers, companies, vendors and other business contacts
- Processing of policies includes verifying all underwriting information is as submitted
- Developing leads
- Generating new business
- Willingness to learn and be coach able
- A great self-starter, and multitask-er
- Maintain enthusiastic attitude
- Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs
- 20.51 per hour for up to the first 6 months, then commission based plus forgivable draw
- Complete applications for insurance
Qualifications for insurance agent
- Review insurance applications, schedule inspections, amendment order preparations
- Document retrieval, review insurance applications for accuracy/completeness and confirm policy details for underwriting
- Complete and process all policy & membership changes and payments
- Respond to member inquiries regarding products & services
- Make outbound calls necessary to collect payments, complete new insurance sales, solicit sales referrals and conduct product referrals
- Cross sell insurance & membership products, develop sales lead opportunities through contacts while conducting positive and effective communications with colleagues and members
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Insurance Agent Job Description
Job Description Example
Our growing company is hiring for an insurance 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 agent
- Take first loss reports as required
- Assist in problem resolution (i.e., refund of cancellation requests, reinstatements, rewrites, service complaints)
- Service policyholders as required, including endorsement processing and requesting information required by the insurance company
- Issue certificates of insurance, insurance identification cards, SR22 filings as requested by insureds or other entities
- Update policy/Customer information through the Agency Management System and/or carrier on–line system
- Type correspondence, maintain policy files and diaries, and order supplies necessary for the efficient operation of the department
- Assist in departmental projects and information gathering, assist manager in the training and development of other insurance specialists
- Be capable of covering the Insurance Coordinator functions
- Learning and applying product, industry and market knowledge to make professional recommendations to prospective customers and policyholders
- Create professional business relationships with prospects and policyholders
Qualifications for insurance agent
- Property and Casualty Insurance license required by hire date
- High school diploma/GED or equivalent combination of education and experience or equivalent combination of education and experience
- Must be comfortable with making presentations to business owners and C-Level executives
- A superior customer service attitude and approach to business
- Ability to communicate orally and in writing with management and clients to explain complex issues, and interpret complex information, and respond appropriately
- Must be organized and able to multi-task in a fast-paced business environment
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Insurance Agent Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of insurance 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 agent
- Work from the agent's office to contact prospects and policyholders to generate interest in insurance financila review appointments
- Conduct needs-based interviews in the agent's office
- Meet marketing goals set by the agent
- Provide prompt, accurate, friendly and cost-effective service
- Work with the agent's computer system to update information in customer databases used by the agent
- Heavy cold calling with the goal of selling insurance packages, leads will be provided
- Clerical duties, such as data entry or customer service
- Processing transactions for the sale
- Provide sales support as a Personal and Commercial Lines Insurance Producer
- Work with over 20 carriers and sell various insurance policies including Auto, Home, BOP, GL, Workers Comp, Pet, Event, Professional
Qualifications for insurance agent
- Bachelor's Degree or equivalent combination of education and work experience preferred
- Provide excellent customer service to support insurance and membership retention
- Leverage the entire Bank
- Document referrals and communicate with business partners
- Must be organized, able to multi-task, and efficient
- Must be self-motivated, reliable and have a positive attitude
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Insurance Agent Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of insurance agent. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance agent
- Build client relationships based on trust and integrity
- Make recommendations to clients based upon their needs
- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
- Evaluate business or individual customers??? needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain bookkeeping systems, database and records
- Monitor insurance claims to ensure mutual satisfaction
- Achieve customer acquisition and revenue growth objectives
Qualifications for insurance agent
- Assist in the sales and service of all insurance and membership products
- 2+ years of experience in the insurance industry as a licensed agent
- Required license in either Life or Accident/Sickness Insurance (Property or Casualty license is a bonus)
- Successful track record of meeting sales goals
- Ability to network and establish relationships
- A consistent organizational style and system that allows you to manage a high volume of customers in various stages, from start to finish, including documentation and follow-up