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DISC+ PROFILE

Insurance Agent

Insurance Agent DISC Chart

Job Summary

Insurance agents serve as liaisons between customers and the insurance coverage they need. They are responsible for overseeing a portfolio of clients and reaching out to existing, potential, and new clients to attain crucial information that allows them to match each individual’s unique circumstances with suitable policy options. Agents’ successful sales rely on their ability to maintain accurate personal information; identify, differentiate, and negotiate various insurance plans; and remain current on policy and life changes. Insurance agents also assist clients in settling claims through their policies. Whether independently or on behalf of large insurance companies, they typically work full-time on commission-based salaries ⁠— a structure requires a high degree of autonomy in both day-to-day job responsibilities and income.

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Personality types of an Insurance Agent

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more

high D - Problem Solver

Likes to make decisions

high I - Influencer

Likes to meet new people

low S - Voyager

Likes new adventures

low C - Innovator

Likes every day to be different

Behavioral Qualities for an Insurance Agent

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Decisive. Quickly deciding on a specific action.
  • Interactive. Engaging and expressive.
  • Proactive. Driven towards action, not reaction.
  • Flexible. Open to different ways of trying things.

Motivators for an Insurance Agent

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Economic: A utilitarian drive for results and maximal returns. To tend to the economic drive, A utilitarian drive for results and maximal returns. To tend to the economic drive, let them achieve perks and bonuses for exceeding performance levels.
  • Individualistic: A drive to be independent, unique and free. To tend to the individualistic drive, A drive to be independent, unique and free. To tend to the individualistic drive, grant them freedom to create their own systems for interacting with clients.
  • Political: A drive for authority, to take command. To tend to the political drive, A drive for authority, to take command. To tend to the political drive, allow them to perform tasks that can showcase their leadership skills.

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