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Insurance Agent Trainee Jobs in Waco, TX (NOW HIRING)

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Insurance Agent Trainee information

What is an insurance agent trainee?

Insurance Agent Trainees are individuals who are undergoing training to become licensed insurance agents. They typically learn about different types of insurance policies, sales techniques, industry regulations, and customer service skills. During the trainee period, they often work under the supervision of experienced agents or managers, gaining hands-on experience with clients and insurance products. The goal is to prepare them for a full-time role as an insurance agent, where they will help clients choose appropriate insurance coverage and assist with claims and policy management.

What are the key skills and qualifications needed to thrive as an insurance agent trainee?

To thrive as an Insurance Agent Trainee, you need a basic understanding of insurance products, strong sales aptitude, and typically a high school diploma or equivalent, with state-specific insurance licensing required. Familiarity with customer relationship management (CRM) software, quoting systems, and digital communication tools is beneficial. Excellent interpersonal skills, active listening, and resilience help you build trust with clients and handle rejection constructively. These abilities are vital for effectively selling policies, meeting regulatory standards, and developing lasting client relationships in a competitive market.

What types of support and mentorship can an insurance agent trainee expect during their first year?

As an Insurance Agent Trainee, you can typically expect to receive structured support through formal training programs, regular guidance from experienced agents, and close supervision from agency managers. Many agencies pair trainees with mentors who provide valuable feedback on client interactions, sales techniques, and product knowledge. You'll also likely participate in team meetings and shadow senior agents to gain firsthand experience. This collaborative environment is designed to help you build confidence, develop essential skills, and transition smoothly into a fully independent agent role.

What is the difference between Insurance Agent Trainee vs Insurance Agent?

AspectInsurance Agent TraineeInsurance Agent
CredentialsMay require licensing or pre-licensing coursesMust have active insurance license
Work EnvironmentTraining environment, often supervisedFull responsibility for client policies and sales
Job RoleLearning and assisting; no independent salesIndependent sales, client management

The main difference is that an Insurance Agent Trainee is in a learning phase, often supervised and not yet fully licensed, while an Insurance Agent is licensed, responsible for client policies, and actively sells insurance products independently.

What are the most commonly searched types of Insurance Agent jobs in Waco, TX?

The most popular types of Insurance Agent jobs in Waco, TX are:

What cities near Waco, TX are hiring for Insurance Agent Trainee jobs?

Cities near Waco, TX with the most Insurance Agent Trainee job openings:

Insurance Agent Trainee jobs near you
Infographic showing various Insurance Agent Trainee job openings in Waco, TX as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Customer Care Representative Trainee

Texas Farm Bureau Insurance

Waco, TX • On-site

$14.25 - $19.25/hr

Full-time

Posted 25 days ago

Texas Farm Bureau Insurance rating

7.8

Company rating: 7.8 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

196th of 315 rated insurance

Job description

The Voice of Texas Agriculture.
Company Name: Texas Farm Bureau Casualty Insurance Company | Department: Policy Services
The Customer Care Representative Trainee (CCRT) is responsible for providing primary support for members, agency force, and county staff in an omni-channel contact center environment. Member support includes insurance policy product support and user support for online insurance services. Agency force and county staff support includes member support elements as well as user support for core insurance processing systems.
MAJOR RESPONSIBILITIES AND AUTHORITY
The CCRT provides primary customer care support services for members, agency force, and county staff including:
  • Issuing, rating, billing, and maintaining members' insurance products
  • Insurance policy and billing analysis, correspondence, and other policy maintenance activities
  • Member user support for online account services
  • Agency force and county staff user support for policy administration, billing, and other insurance processing systems

Providing support to members, agency force, and county staff answering their questions and providing explanations related to policy transactions, billing, premium, and rating of members' policies.
Corresponding with members, agency force, and county staff via all Call Center channels including email, letter and/or fax to provide understanding, obtain information and inform of account status and changes.
Modifying, updating, and processing existing policies to reflect any change requested by the member or agent.
Organizing and working with detailed office records, maintaining policy data and updating policy files and records according to guidelines.
Proper control and handling of monies received per company processes and guidelines.
Maintaining and displaying current knowledge of guidelines and procedures relative to assigned support services provided.
Performing tasks in the assigned area of Policy Services as needed.
Ability to process detailed assignments such as PPC Rating, Insurance Scoring, Pro-Rates, and Non-Rate calculations.
Maintaining a working knowledge of Excel to transcribe and enter data for use in preparing documents, adjusting accounts, and monitoring ongoing work projects and production status.
Complying with the Certified Fleet operator requirements of the Driving and Safety Policy.
Other duties as assigned.
MINIMUM POSITION QUALIFICATIONS
High school diploma or equivalent.
Bilingual preferred.
Texas Agent or Producer license required or the ability to obtain within 90 days of employment.
Experience in call center or customer service environment.
Typing 50 WPM with a maximum of 10% errors.
Operate 10 key by touch.
Adequate math skills.
Advanced computer skills, especially Microsoft Office Suite.
Effective interpersonal verbal skills, both face-to-face and over the phone.
Effective written communication skills.
Ability to maintain focus in a fast-paced work environment.
Availability to work a varied schedule as requested.
Valid Texas driver's license and driving record at the time of hire which would not disqualify the employee from driving for business purposes.
PHYSICAL REQUIREMENTS
Repeated use of PC, telephone, and office machines.
Extended periods of sitting and concentrating.
Occasional bending, twisting, crouching, pulling, pushing, and reaching in an office environment.
Occasional lifting and moving items weighing up to 30 lbs.
WORKING CONDITIONS
Occasional long, irregular work hours.
Work to be conducted in an office environment owned or leased by the company.
Texas Farm Bureau is an Equal Opportunity Employer (M/F/D/V).

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