Insurance Agent Job Description Template

Use this Insurance Agent job description template to advertise the open roles for free using Modify the requirements according the needs of your organization or the client you are hiring for.
Insurance Agent Job Description Template

What is a Insurance Agent?

Insurance agents are responsible for selling insurance policies, advising clients on coverage options, processing claims, and maintaining client records. They must have strong communication skills and a thorough understanding of insurance products.

A bachelor's degree in business or a related field is often preferred. Additionally, insurance agents must obtain the necessary licenses to sell insurance in their state.

Insurance Agent Job Description Template

Job Brief

We are looking for a competitive Insurance Agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.

The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.


  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain bookkeeping systems, database and records
  • Monitor insurance claims to ensure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements


  • Proven working experience as an Insurance Agent or relevant experience
  • Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
  • Basic computer knowledge and statistical analysis
  • Proven ability to work with goals
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • High school or BS degree

What does Insurance Agent do?

An insurance agent typically has a range of activities on a day-to-day basis. Some common tasks include:

  1. Client meetings: Meeting with clients to discuss their insurance needs, reviewing policy options, and providing advice on coverage and premiums. This can involve meeting in-person, over the phone, or online.

  2. Prospecting and lead generation: Actively seeking potential clients through various methods such as cold calling, networking, referrals, and attending industry events.

  3. Policy management: Assisting clients with policy changes, endorsements, cancellations, and claims. This involves coordinating with insurance carriers and processing necessary paperwork.

  4. Researching and staying updated: Keeping informed about the insurance industry, including changes in regulations, policy terms, and coverage options. This allows the agent to provide accurate and up-to-date information to clients.

  5. Sales and marketing: Developing and implementing strategies to promote insurance products and services, such as creating marketing materials, participating in promotional campaigns, and developing relationships with key referral sources.

  6. Administrative tasks: Handling documentation, maintaining client records, updating databases, and managing correspondence.

  7. Continuing education: Pursuing ongoing professional development through courses, seminars, and workshops to stay abreast of industry trends and maintain necessary licenses or certifications.

  8. Team collaboration: Coordinating with insurance underwriters, claims adjusters, and other professionals to ensure smooth interactions and provide comprehensive service to clients.

It's important to note that the specific tasks and priorities may vary depending on the type of insurance agency (e.g., life insurance, health insurance, property and casualty insurance), the agent's specialization, and the size of the agency.

Looking for your next
Recruiting CRM or ATS?
Longlist has all the tools you and your team needs to become a better recruiters. From sourcing to closing, we have you covered.