Insurance Agent Job Description

Insurance Agent Duties and Responsibilities

Insurance Agent job description should contain a variety of functions and roles including:

• Calculate dividends and create payment methods.
• Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
• Distribute policy proceeds after a claim is submitted and approved.
• Recommend risk management strategies that fit clients' personal risk profiles.
• Prepare and present detailed reports on the progress of initiatives to management.
• Complete administrative tasks including maintaining records and handling policy renewals.
• Track insurance claims to ensure client and company satisfaction.
• Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
• Create and implement marketing strategies to compete with other individuals or insurance companies.
• Respond to clients’ insurance-related questions and issues.

Insurance Agent Requirements / Skills / Qualifications

Insurance Agent job description should include these common skills and qualifications:

• Bachelor’s degree in Economics, Business or relevant field.
• x years’ experience in insurance sales or similar role.
• Proficient in computers and statistical analysis software.
• Excellent written and verbal communication skills.
• In-depth knowledge of the different types of insurance plans including vehicle, home, and business.
• Outstanding interpersonal and negotiation skills.
• Resilient spirit and a persistent nature

As a hiring manager, recruiting an ideal Insurance Agent starts with crafting a good job description. Use this Insurance Agent job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of an Insurance Agent may also reference it in preparation for the interview.