Insurance Agent Job Description Sample Template
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This free Insurance Agent job description sample template can help you attract an innovative and experienced Insurance Agent to your company. We make the hiring process one step easier by giving you a template to simply post to our site. Make sure to add requirements, benefits, and perks specific to the role and your company.
Insurance Agent Job Summary
We are seeking a motivated and organized Insurance Agent to join our agency. You will utilize current leads and develop new leads to establish clients and provide the insurance products they need. We offer a wide variety of insurance services, including auto and homeowner’s insurance, and our goal is to find the best policies for each client. You will be responsible for keeping up with insurance trends and changes to the coverage offered by different insurance companies. We prefer candidates who have at least one year of experience in insurance or sales.
Insurance Agent Duties and Responsibilities
- Develop leads and schedule appointments with clients
- Determine the specific needs of particular clients by researching current coverage and available options
- Answer questions related to coverage and annual charges
- Help customers complete all paperwork properly
- Obtain underwriting approval by completing the application for coverage
Insurance Agent Requirements and Qualifications
- High school diploma or equivalent
- Prior sales experience a plus
- Proficient with Microsoft Office
- Strong communication skills
- Organized, self-motivated, and proactive in problem-solving
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