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Job description

Insurance Agent

Insurance Agent job overview

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.

Insurance Agent job template

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Insurance Agent job summary

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!


Ashburn, VA
Insurance Agent responsibilities
  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
  • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Insurance Agent qualifications
  • High school diploma required; bachelor’s degree preferred
  • Insurance license required
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
  • Experience with accounting and or sales lead software is a plus
  • Basic computer skills with proficiency with Microsoft Office suite is necessary
  • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Insurance Agent compensation

$57,323 (National Average)

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This template has been written for the ideal insurance agent's personality type.

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