Insurance Agent Job Description

Finding qualified, reliable individuals to join your staff is an essential step in growing your business. We’re here to make the hiring process as easy as possible for you. In this guide, we’ll cover all of the following:


WHAT TO INCLUDE IN A JOB DESCRIPTION

A good job description should include a company overview and job overview, as well as an explanation of the associated responsibilities, skills & qualifications, and work environment. Below are some general guidelines for writing each of these sections effectively.

1. COMPANY OVERVIEW

Providing an accurate, concise description of your business is a great way to attract the right employees. Think of this section as an advertisement for your company -- why should prospective employees want to join your team?

Some useful things to include here are:

  • Core company values
  • Mission statement
  • Brief history of your organization
  • Anticipated growth
  • Business goals

 

2. JOB OVERVIEW

In a few sentences, describe the purpose, importance, and fundamental qualities of the position being offered. No need to be too specific or comprehensive here -- the idea is to provide a zoomed-out image of the role the applicant would be filling in your company.

3. RESPONSIBILITIES

This is where you’ll outline the specific day-to-day responsibilities of the job. Bullet-point format is typically the most practical way to present this information.

4. NECESSARY SKILLS & QUALIFICATIONS

List in bulleted format the skills & qualifications that are absolutely essential to this position. Consider as many specific conditions of the job as possible in order to create a complete list of qualifications an applicant must have in order to succeed.

5. PREFERRED SKILLS & QUALIFICATIONS

List in bulleted format the skills & qualifications that are not essential, but would make an applicant more eligible for the position being offered.

6. WORK ENVIRONMENT

Describe the environment in which the applicant would be spending most of their time. In this description, include information about:

  • Company culture
  • Pace of work
  • Amount of collaborative vs. independent activity
  • Who the employee will report to (or vice versa)

Insurance Agent Job Description

Below is our insurance agent job description. You can post it as-is to an online job board like ZipRecruiter, or download and customize it to match the unique aspects of your business. Keep in mind that adding a custom company overview and description of the work environment (outlined above) will help you draw in the right applicants.

Insurance Agent Job Description

Job Overview:

Our insurance agency is growing and we are looking to add an insurance agent (producer) to our team. As a producer, you will be responsible for quoting and selling new insurance policies, as well as identifying prospective clients. The ideal candidate has experience servicing all lines of insurance including commercial, personal, life, and health. Producers will be expected to meet quarterly sales and service goals and occasionally assist in claim settlements.

Responsibilities:

  • Creating and maintaining a prospect list
  • Responding to referrals in a timely manner
  • Pre-qualifying prospects for insurability and risk
  • Drafting insurance proposals
  • Completing insurance applications
  • Preparing coverage documentation to customers
  • Developing and completing sales objectives
  • Reaching out to referrals
  • Managing existing accounts
  • Participating in sales meetings
  • Managing continuing education requirements

Necessary Skills & Qualifications:

  • Bachelor’s degree or equivalent
  • Ability to simply explain complex insurance intricacies
  • Current licenses for life, health, property, and casualty
  • Extensive knowledge of insurance products, usages, and coverages
  • Ability to generate leads by working closely with clients
  • Knowledge of insurance rating and underwriting procedures
  • Ability to work in a team
  • Ability to work in a high-pressure, fast-paced environment
  • Experience with CMS and insurance rating software

Preferred Skills & Qualifications:

  • Reliable transportation
  • Availability to work 40 or more hours per week
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3 STEPS TO TAKE WHEN HIRING EMPLOYEES

ENSURE LEGAL COMPLIANCE

Hiring employees can be an intimidating and time-consuming process, but it doesn’t have to be. We’ve created a hiring compliance checklist to help you get over the legal hurdles with ease. From obtaining an Employer Identification Number (EIN) to confirming work eligibility, our guide covers everything you need to know.

SET UP PAYROLL

Even if your business only has a few employees, setting up a payroll service can save you time for running your business and also ensure that your company is compliant with important federal requirements, such as employee withholding.

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We recommend Gusto, a user-friendly payroll platform for small businesses. Try out their services and get one month free.

Sign up now

ACQUIRE WORKERS' COMP INSURANCE

Workers’ compensation insurance provides financial and legal protection for your business and its employees.

Whether or not you need workers’ comp insurance for your company depends on the nature of the job, the employer-employee relationship, and the unique regulations of your state.

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Find out how much the right insurance will cost you.

GET A QUOTE