Insurance Agent Job Description Template

Job title

Insurance Agent

Job summary

[Company name] is seeking a dependable insurance agent to join our team in [city, state]. In this role, you will prospect for new clients, assess clients’ insurance needs and support our team’s commitment to safety, quality and service.

Responsibilities

• Prospect for new clients
• Assess clients’ insurance needs
• Quote and compare policies
• Explain coverage, limits and deductibles
• Write applications and bind coverage
• Service and renew policies
• Help clients with claims
• Follow company policies, safety procedures and applicable regulations

Required qualifications

• High school diploma or equivalent
• Current license or certification as required by [state]
• Working knowledge of insurance products and coverage and quoting and rating software
• Trustworthiness and persistence
• [Add role-specific requirements, such as driver’s license or ability to pass a background check, if job-related]

Preferred qualifications

• State insurance producer license
• Chartered Property Casualty Underwriter (CPCU)
• Chartered Life Underwriter (CLU)
• Experience with agency management systems

Skills

• Needs analysis
• Sales and prospecting
• CRM management
• Regulations
• Communication
• Empathy

Work environment and schedule

Agents work in agency offices, from home and at client locations, spending much of the day on the phone and computer. Most work full-time with some evenings and weekends to meet clients.

Pay and benefits

$[min]–$[max] per [hour/year], depending on experience. [List benefits: health insurance, paid time off, retirement plan, training and certification support.]

Equal opportunity

[Company name] is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by law, and we provide reasonable accommodations upon request.