Insurance Sales Representative Job Description Template

Use this Insurance Sales Representative 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 Sales Representative Job Description Template

What is a Insurance Sales Representative?

Insurance Sales Representatives are responsible for selling insurance policies, advising clients on coverage options, processing policy renewals, and maintaining client records. They must have excellent communication skills and a strong understanding of insurance products.

A bachelor's degree in business, finance, or a related field is often preferred. Additional job requirements include obtaining relevant state licenses and having a customer-focused attitude.

Insurance Sales Representative Job Description Template

Job Brief

We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.


  • Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Contact potential clients and create rapport by networking, cold calling, using referrals etc
  • Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
  • Collect information from clients on their risk profiles in order to offer them the proper solution
  • Prepare reports to shareholders on the success of your business endeavors
  • Retain continuous awareness of transactions, sales and terms and keep relative records
  • Check insurance claims to solidify trust and safeguard reputation
  • Frequently replenish job-specific knowledge and apply it on the field
  • Fulfill all company-established policy obligations


  • Proven experience as an Insurance Sales Representative
  • Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
  • Ability to work with computers and understand and interpret standard statistical findings
  • Goal-oriented
  • Excellent skills in communication and presentation
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • High school or BSc degree

What does Insurance Sales Representative do?

A Insurance Sales Representative typically performs the following tasks on a day-to-day basis:

  1. Generating leads: Finding potential customers through various means such as cold calling, networking events, referrals, or online platforms.
  2. Prospecting and qualifying: Evaluating leads to determine their potential as clients and identifying their insurance needs.
  3. Conducting sales presentations: Meeting with potential clients to explain different insurance policies, coverage options, and benefits, and answering any questions they may have.
  4. Providing personalized recommendations: Analyzing client needs, goals, and financial situations to recommend suitable insurance plans or policies.
  5. Preparing quotes: Calculating premiums based on coverage requirements, deductibles, and other factors, and providing clients with accurate quotes.
  6. Closing sales: Negotiating terms, explaining policy details, and assisting clients in completing the necessary paperwork to finalize the purchase of an insurance policy.
  7. Building and maintaining relationships: Developing ongoing relationships with clients by providing exceptional customer service, addressing concerns, and consistently following up on policy renewals or changes.
  8. Staying updated on industry trends: Keeping up with changes in insurance regulations, product offerings, and market conditions to provide clients with the most up-to-date information and options.
  9. Meeting sales targets: Working towards achieving monthly or quarterly sales goals set by the insurance company or agency.
  10. Administrative tasks: Documenting sales activities, maintaining client records, and processing policy applications or renewals.

It is important to note that the specific tasks and priorities of an Insurance Sales Representative may vary depending on the company, market, and type of insurance being sold.

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