Insurance Agent Job Description Template | LinkedIn Talent Solutions

To attract stellar candidates for an insurance agent role, craft an engaging job description that outlines the opportunity, stands out from the competition, and motivates the right people to apply. Your post is a chance to explain why the role is important to the company and the community. Excite candidates with the specific tasks, and describe what success looks like and how their efforts will make an impact.

Try to hold the reader’s attention by infusing the job description with your company’s personality. Defining the objectives, responsibilities, and qualifications for the role is essential to finding the best applicants. But avoid lengthy lists — no more than six items in each is best.

Sample insurance agent job description

Insurance companies may come and go, but the unique combination of stability and growth at [Company X] provides new opportunities every day. We’re seeking an experienced insurance agent to become the next valued member of our team. Whether new to the industry or setting out on their own, the ideal candidate will find not just a job here but a lasting career. Our agents do more than provide insurance policies — they provide customers with a complete experience and peace of mind. The insurance agent will meet the changing needs of clients by customizing policies to fit with their lifestyle. We expect agents to develop and deepen their relationships with clients so that our dedication is assured and their loyalty is secured.

Objectives of this role

Develop and execute marketing strategies for new insurance contracts, including automotive, casualty, health, life, and property
Customize programs to cover client risks
Cultivate prospective new business through cold calls, emails, referrals, and networking
Monitor insurance claims and ensure customer satisfaction

Responsibilities

Generate sales leads from various engagement initiatives within defined territory
Proactively contact leads and schedule appointments to recommend appropriate policies, quotes, and coverages
Determine specific client needs by researching current coverage and options, and grow and maintain business through product sales, cross-sales, referrals, your own circle of influence, and renewals
Meet or speak with clients daily, providing information about policies and answering questions related to coverage and premiums
Obtain underwriting approval through completion of coverage application
Expand professional skill set through workshops, networking events, and professional organizations

Required skills and qualifications

High school diploma or equivalent
Current licensure and good standing with relevant authorities
Experience in insurance or sales
Knowledge of various insurance coverages (ex: automobile, life, health, property)
Strong communication, presentation, and sales skills
Passion for helping others

Preferred skills and qualifications

Ability to communicate in more than one language
Flexible schedule and willingness to travel