Property and Casualty Insurance Agent Job Description

Property and Casualty Insurance Agent Job Description

Property and Casualty Insurance Agent Job Overview

Property and casualty insurance agents help individuals, families, and businesses secure coverage for residential and commercial properties, physical assets, and liabilities. Insurance sales agents actively network to find prospective clients to match their unique needs with suitable policy options, while also maintaining a portfolio of existing clients. Property and casualty insurance agents may also facilitate the claims process to ensure that policyholders complete all appropriate forms and meet insurance policy requirements. Agents may work independently or for a specific insurance company, insurance agency, or brokerage.

Property and Casualty Insurance Agent Job Template

Property and Casualty Insurance Agent Job Summary

Are you an energetic, people-oriented professional committed to delivering a remarkable customer service experience? We have the role for you! Our team is expanding, and we’re hiring a property and casualty insurance agent who will oversee an existing portfolio of clients and work to prospect and secure new ones. In this role, no two days will be the same. The ideal candidate has some sales experience or is a quick learner that’s eager to work directly with customers to uncover the insurance protection that best meets their needs. If you want a job with a flexible schedule and rewarding career path that offers ample opportunities for advancement, reach out to us today!

Location

Ashburn, VA

Property and Casualty Insurance Agent Responsibilities

  • Employ successful sales-based marketing strategies such as prospecting, cold calling, networking, and more to identify and secure potential clients
  • Meet with new, existing, and prospective policyholders and actively listen to their needs to properly assess their circumstances and financial statuses before proposing ideal plan options
  • Ensure that existing, new, and prospective clients complete all appropriate forms and meet insurance policy requirements, and facilitate the insurance claims process, which may include examining the condition of physical properties to assess risks
  • Maintain accurate customer records, bookkeeping logs, and insurance sales databases to report progress toward monthly goals
  • Commit to a continued education in property & casualty insurance protocols and coverage requirements to ensure the ideal types of insurance policies are offered to existing clients, potential clients, and new customers

Property and Casualty Insurance Agent Qualifications

  • Candidates must have and maintain a relevant P&C insurance license - or must be willing to get licensed
  • Bachelor’s degree preferred; high school diploma/GED or equivalent required
  • Proficiency using sales and accounting software is beneficial
  • Strong computer skills and experience using Microsoft Office suite required
  • Stellar interpersonal communication skills, analytical skills, and customer service skills are needed

Property and Casualty Insurance Agent Compensation

$57,564 (National Average)

High Quality

This template attracts 30% more quality candidates at 1/10 of the average cost per hire.

DISC Optimized

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

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