Insurance Agent job summary
A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.
Example of an Insurance Agent job summary
Are you excited about helping customers meet their insurance needs? Do you take pleasure in walking clients through their policy options and helping them settle their claims as quickly and efficiently as possible? If so, we urge you to apply for a job with our company as an Insurance Agent. We’re looking for a bright, talented, sales-minded professional who has a passion for the insurance industry and wants to work in an energetic, positive environment. We’re a boutique firm with a small roster of clients that grows by the day, so you’ll be getting in on the ground floor with infinite future opportunities.
Insurance Agent responsibilities and duties
The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organisation and who the employee reports to.
- Develop positive working relationships with clients
- Approach clients via cold-calling and direct mail to enquire about their insurance situations and future needs
- Deliver policy proceeds after a claim is filed and approved
- Communicate with Insurance Adjusters about the life cycle of each claim
- Explain the differences in policy specifics so clients can make informed decisions about their purchases
- Assist with obtaining underwriting approval
- Respond to clients’ questions and complaints
- Follow up with clients after initial meetings or conversations
- Participate in continuing education programmes in both insurance and sales
Insurance Agent qualifications and skills
Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.
- Bachelor’s degree required
- 3+ years’ experience in insurance sales
- P&C licence required
- Strong written and verbal communication skills
- Pleasant telephone manner
- Ability to explain complex issues and concepts to customers so that they understand them fully
*Indeed provides this information as a courtesy to users of this site. Please note that we are not your recruiting or legal advisor, we are not responsible for the content of your job descriptions, and none of the information provided herein guarantees performance.