Insurance Sales Agent Job Description
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:
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:
Desired experience for insurance sales agent includes:
Insurance Sales Agent Examples
Insurance Sales Agent Job Description
- 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)
- 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
Insurance Sales Agent Job Description
- 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
- 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
Insurance Sales Agent Job Description
- 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
- 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
Insurance Sales Agent Job Description
- 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
- 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
Insurance Sales Agent Job Description
- 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
- 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