Insurance Agent Job Description Template

You will need to help a wide range of clients with any insurance needs. This can include recommending certain policies and informing clients why they would need to acquire certain insurance. You will need to be knowledgeable of the various areas of insurance in order to effectively address concerns and answer questions.

Insurance Agent Job Responsibilities and Duties

• Approach new clients by making phone calls, sending out letters and utilizing referrals
• Speak with clients in order to determine what policy would be ideal for their needs and figure out if they have the budget for such policies
• Ensure all applications are completed accurately and seek out corrections when needed
• Schedule follow-up appointments and re-evaluate coverages on a routine basis
• Help clients collect a claim when criteria is met
• Reassess clients’ needs after significant lifestyle changes have occurred
• Attend conferences and regularly read publications in order to remain current on any changes within the insurance industry

Insurance Agent Skills and Qualifications

• Commitment to meeting sales goals
• Ability to sell services to clients in need
• Being a people person
• Thorough understanding of the services available
• Proficient in verbal and written communication
• Background in math or statistical analysis a plus

Company Profile

Since 1982, ETO Insurance has been offering a wide range of policies to the community and helping people during times of stress and uncertainty. Numerous types of coverage are offered, including health, auto and death. For peace of mind, many people trust the professionalism found at ETO.

Writing a Job Description Best Practices

• While this insurance agent job description sample should give you a good idea of the kind of material you should include, there is still more that can be done. Here are a few dos and don’ts for writing your own job listing to ensure all the most important details are present:
  • Do utilize the best search engine optimization (SEO) practices. You should figure out what keywords people are most likely to enter into search engines and include them within your own job description. Just make sure to use SEO properly or else you could be penalized.
  • Do not talk about responsibilities that will not come into play that often. If you are expecting your new insurance agent to lead a seminar once every few months, then that kind of information can be left out. Stick to discussing the tasks that will be done practically every day.
  • Do use bullet points. As you can see throughout the sample above, many of the sections utilize bulleted lists. This is done so that the material can be read through much easier. Make sure to use them on your own descriptions.
  • Do make sure you check your agency’s policies when it comes to discussing salary and health benefits in the job description. Human resources may not want you to divulge that information openly to the public. It may not be that big of a deal for your organization, but it never hurts to check first.
  • Do specify what exactly you need in an application. Sometimes a resume is all that is needed and then you can acquire additional information in the interview. It may also be helpful to ask for a cover letter or other items.
  • Do make sure you spell-check before posting your description online for everyone to see. Everyone makes mistakes, but you do not want job hunters to think you slapped together a description in five minutes. Read it over beforehand. It may also be helpful to have someone else read it for you just to get a second opinion.

    Every company is trying to get the best talent out there to work for them. These are the individuals who have multiple job offers on the table. Convince them that you are worth considering by making sure your job description accurately details the job at hand.