Insurance Agent Job Description Sample

A job description helps potential applicants identify relevant positions that would be a good fit for their skillset. Use this template to get started.
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Example job summary

A successful job summary will provide applicants with a strong introduction to your company and the role. Use positive and active language that sums up the advertised role and your company. Include an exact location, or mention if the location is remote.

Example Insurance Agent job summary

Do you have a zest for helping clients fulfill their insurance needs? Do you like guiding clients regarding insurance policy packs and options? can you help solve client's claims in a timely fashion? If YES, our company wants to hear from you. We are ideally seeking for a smart, talented, and self-motivated person with an in-depth knowledge and passion for the insurance field that wishes to work in a flexible and energetic environment. We are currently a small company with a steadily increasing clientele and expanding operations and we can't wait to add you as a valuable addition to our team.

Insurance Agent responsibilities

This section should convey the most important duties for the role. Highlight any responsibilities that may be unique to the role or particularly interesting for potential applicants. It’s also beneficial to describe how the role fits into the larger organization.

Example Insurance Agent responsibilities

  • Nurture positive relationships with customers
  • Guide clients regarding insurance packs and key options and answer their queries
  • Collaborate with insurance regulators regarding life cycle of each case/claim
  • Help in acquirement of underwriting approval
  • Get involved with continuous training programs for new trends and methods in sales and insurance
  • Submit policy proceeds once a claim is registered and accepted

Insurance Agent requirements

This section should list the essential qualities of an ideal candidate. Include previous work experience, education or achievements that would be beneficial. And list any preferred hard and soft skills.

Example Insurance Agent requirements

  • Bachelor's Degree in Insurance, sales, or similar field
  • 3+ years of experience in insurance positions
  • State license preferred but not mandatory
  • Fluency in telephone etiquette
  • Great customer service skills
  • Ability to break down complex policies and elements to clients so that they are easily comprehended

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