How to write an Insurance Agent job description

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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Insurance Agent job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

Examples of Insurance Agent job titles

Insurance Agent

Senior Insurance Agent

Property and Casualty Insurance Sales Agent

Insurance Agent (Part-Time)

Insurance Sales Agent

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 to help 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 organization and who the job reports to.

Examples of Insurance Agent responsibilities

Develop positive working relationships with clients

Approach clients via cold calling and direct mail to inquire 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 programs 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.

Examples of Insurance Agent skills

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