What Is an Insurance Representative and How to Become One

By ZipRecruiter Marketplace Research Team

As an insurance representative, your responsibilities depend in part on your employer. For example, as an insurance representative for an insurance company, your duties include processing claims from customers who have automotive, life, or real estate insurance with your firm. Alternatively, you may be a sales agent with the primary goal of tracking down leads and selling insurance products. As an insurance representative for a health care facility, your duties include verifying patient insurance coverage, collecting payments, and submitting claims documentation to health insurance providers.

The qualifications you need to become an insurance representative depend on your employer, but you need at least a high school diploma. To work in a medical facility, you may need an associate degree in medical assisting or medical office management. To work directly for an insurance company as a sales agent or claims representative, you may need an associate or bachelor’s degree in communication, mathematics, business administration, or another relevant field. You need strong customer service skills, good organizational skills, and communication skills.