Insurance Agent Job Description template and pdf with duties [2024]

Job summary 1

As an experienced Insurance Agent, you will build and develop client relationships within local communities to promote Insurance products including Auto, Home and Life Insurance.

Duties & Responsibilities 1

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Selling Auto, Home, Life and other insurance and annuity products to individuals within an assigned territory using consultative sales techniques
Identifying prospective customers using established lead methodologies for new business
Counseling and advising prospects and policyholders on matters of insurance coverage that is tailored to their specific situational need
Developing and maintaining business relationships
- Making presentations to decision-makers of corporations to establish or maintain relationship
- Participating in various incentive programs and contests designed to drive sales and exceed production goals
- Exceeding sales goals for volume of quality new business quoted and written within company guidelines

Requirements & Skills 1

Bachelor's degree or equivalent
Experience in sales or client service environment preferred
Highly effective communication skills - oral, written and group
Demonstrated persuasion and negotiation skills
Strong interpersonal skills to build rapport with prospective and existing customers
- Organizational skills and effective time management to succeed in a semi-autonomous, fast-paced environment
- Analytical skills to understand complex coverage details and underwriting guidelines
- This position requires that incumbents must attain and maintain current state insurance license in property, casualty and life

Job summary 2

Insurance Agent provides new sales for Agency. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Duties & Responsibilities 2

Solicit new business by phone and in-person visits with prospects
Collect/process information necessary for underwriting
Provide service to clients by phone, E-mail or in-person visits on an as-needed basis.
Revise, develop and implement marketing strategies
- Assign work to Customer Service Representative
- Collect premiums from clients
- Engage in activities to increase insurance knowledge and maintain licensing (seminars, webinars, etc.)

Requirements & Skills 2

Job summary 3

We are looking for a Insurance Agent with proven experience leading, growing, and managing a business. The Insurance Agent will be responsible for building their business, working with high standards of professionalism, ethics, and integrity, and will need the ability to leverage liquid capital assets with ROI and cash flow in mind.

Duties & Responsibilities 3

Responsible for business development, business plan execution, and sales
- 100% Support from the District Office, customized marketing and advertising tools to grow your business.
- Full business development, sales, and product training
- Equity in your book of business

Requirements & Skills 3

A high school diploma and satisfactory background check are required
Property & Casualty, Life, and Health licenses are required prior to agent appointment.
- Excellent written and verbal communication skills and interpersonal skills are required
- Proven experience in building and managing a business
- Trustworthy, dependable, reliable, and ethical

Job summary 4

We need a motivated and experienced Insurance Agent with the natural talent to develop and maintain business.

Duties & Responsibilities 4

Provide a variety of insurance products including auto, homeowners, and umbrella policies.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Proactively expand sales by making initial contact, explaining policy features and agency value by providing price quotes and preparing proposals.
- Ability to provide professional risk management advice.
- Customize insurance programs to suit individual customers covering a variety of risks
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Requirements & Skills 4

Seeking a self-starter with 2+ years of sales experience
College degree preferred, but will strongly consider equivalent experience
Excellent organizational skills and the ability to work in a fast paced setting required
- We require strong written and verbal communication skills, active listening skills, and the desire to expand your knowledge base within the insurance industry
- We need an individual that has a strong work ethic, integrity, and reliability
- Property and Casualty Licensed prior to hire

Job summary 5

Our Agency is seeking high energy, driven and motivated Insurance Agent to become part of our winning sales team.

Duties & Responsibilities 5

Contact prospects and current policyholders for appointments
Meet production goals

Requirements & Skills 5

Job summary 6

We're looking for a hardworking, dedicated, and friendly Insurance Agent. If you are looking to take the next step from having a job and looking for an exciting career, apply now!

Duties & Responsibilities 6

Learn the basics of insurance and how to sell our benefits to potential customers
Quoting different policy types and policy forms and providing different options to each customer based on their individual needs
- Pursue the sale for auto, home, renters, and other personal lines of insurance products while providing extraordinary customer service
- Educate clients on auto, home, cycle and renter's insurance
- Service existing accounts and ensure the customers have the opportunity to learn about and purchase additional products or coverages we offer

Requirements & Skills 6

Competitive spirit and a passion to excel
Willingness to learn and implement the best practices that are shared with you
Excellent written and verbal communication skills
Up to 75% of your day will be on the phone, a high-energy personality and a love of working with people is a must
- A knack for remembering data, processes and details
- Strong computer skills to learn and work within multiple quoting systems (must be able to type at least 40 wpm)
- Punctual and dependable to ensure that you are available for your customers

Job summary 7

As an Insurance Agent, you will work in a fast paced, high energy atmosphere. You'll partner with the sales staff who walk warm leads directly to you through out the day. Meet face to face with customers who need your services and don't be afraid to pull a customer into your office for a quote. Be part of a sales team focused on providing property & casualty and life insurance products that help customers protect their homes, cars, and retirement incomes, and live a good life.

Duties & Responsibilities 7

Be a team player to help grow the agency
Achieve sales goals through leads and referrals
Be organized and efficient
- Help protect customers by offering insurance and financial products that will meet their needs
- Conduct needs-based customer policy reviews and update coverage
- Ensure a positive customer experience

Requirements & Skills 7

Confident self-starter who works well independently
Excellent verbal and written communication/interpersonal skills
Sales experience a plus
- Must be available to work rotating day/evening and weekend schedule
- Must be willing to obtain Property and Casualty insurance license; already possessing a license is a plus
- Bilingual candidates welcome

Job summary 8

We are seeking hardworking, dedicated and experienced Insurance Agents to join our Team. The majority of activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on an individuals motivation with a hunger to win.

Duties & Responsibilities 8

Meet new business production goals and objectives as established.
Develop insurance quotes, makes sales presentations, and closes sales.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
- Provide exceptional customer service.
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Grow sales revenue by utilizing phone, email and potential client lists.

Requirements & Skills 8

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Proficiency to multi-task, follow-thru and follow-up.
Excellent Communication/interpersonal skills.
Prior Sales Experience.
- Great Customer Service Skills.
- Be able to obtain or currently possess a Property & Casualty insurance license.
- Driven and goal-oriented individual.

Job summary 9

The Insurance Agent responsibilities include selling/enrolling health, prescription drug, vision and dental plans, and advisingrecipients on their options.

Duties & Responsibilities 9

Requirements & Skills 9

Must possess and maintain an active Life and Health license
College degree preferred or High School degree (or GED) with equivalent work experience
Aptitude for understanding details of Medicare insurance and complying with all CMS regulations.
Strong communication, organizational, and interpersonal skills.
Successful track record in delivering natural communication in a professional and resolute manner
Strong time management and organizational skills.
- Ability to demonstrate high degree of professionalism, flexibility and integrity.
- Ability to work independently with minimal supervision while contributing to overall team success.
- A positive team player attitude.

Job summary 10

We are looking for an Insurance Agent to join our team.

Duties & Responsibilities 10

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Adaption of skills necessary to operate a business.

Insurance Agent Job Description

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Insurance Agent Job Description

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