Insurance Agent Job Description: Top Duties and Qualifications

An Insurance Agent, or Insurance Account Manager, sells and manages insurance policies on behalf of an insurance company. Their duties include attracting new clients and answering their questions, helping clients choose the best policy and making sure all legal requirements are met.

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Insurance Agent duties and responsibilities

In order to find and sell the best insurance policies for a given client, an Insurance Agent must be able to perform the following tasks:

  • Thoroughly researching and analysing insurance policies.
  • Arranging insurance policies in an understandable fashion.
  • Occasionally working with Underwriters to adapt policies.
  • Communicating with Insurance Adjusters about the life cycle of each claim
  • Developing marketing strategies on how to attract new accounts.
  • Approaching clients via cold calling and direct mail to enquire about their insurance situation and their future needs
  • Promoting new insurance policies to existing customers.
  • Participating in continuing education programmes in both insurance and sales
  • Maintaining a good relationship with Insurance Brokers.
  • Ensuring that financial services industry rules are being followed.

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Insurance Agent Job Description Examples:


Example 1

*Role: *Insurance Partnerships Assistant *Salary: *£19,000 - £22,000 *Hours: *Full time, Monday to Friday *The Role* An exciting opportunity has arisen for an insurer partnerships assistant to join the existing team. This is a relationship-based role where you’ll be responsible for developing and maintaining relationships of business owners, helping to manage and support the needs of their business and their brand. Previous experience working in sales or customer service is desirable. Engaging with a variety of businesses, each day will bring a unique challenge. *About Us* Insync Insurance is a fast-paced, and fast-growing niche insurance broker, trading since 2014, we have gradually blossomed and expanded through the years. We employ 80 members of staff, priding ourselves with a positive working environment and a great team-based culture. *Key Responsibilities: * * Build long-lasting relationships with existing and new partnerships for them to refer their affiliates to Insync for insurance * Managing leads/queries via social media channels including active Facebook forums * Building rapport with new and existing partnership clients. * Ensure adherence to regulatory requirements in all areas, achieving these in the most efficient manner. Be conversant and compliant with all Insync procedural requirements and internal control standards. * Reach the KPI’s and targets that have been set out. * At all times ensure the fair treatment of Customers is made the priority and, in respect of all business activities undertaken, that the principles of Treating Customers Fairly are actively considered and acted upon. * Promote, support and endorse Insync’s Mission and Values to deliver a culture of pride, passion and expertise * Other duties as directed by Line Manager *About you* You will be a strong team player working as part of a fun, enthusiastic, and eager team who consistently and continuously deliver first-class service, you will be expected to follow in the footsteps of some of the most successful employees of the business. You must have a confident, and outgoing approach with our clients, so first impressions are key! Ideally, you will have experience of working in a target-based or fast-paced environment with a focus on customer and performance. *Key Requirements: * * Confident, friendly and engaging - you must consider yourself to be a ‘people person’ * Structured and organised * Ability to work independently and show initiative * Excellent verbal and written communication skills * Strong, adaptable, and confident communicator * Able to meet and exceed performance targets * Be energetic, enthusiastic and a positive approach to problem-solving with a desire to work in a fast-paced environment * Organised and understand how to prioritise and manage your own workload * Confident, fast, and accurate when using computers, email, and other channels of communication *Benefits: * * 22 days’ holiday (plus bank holidays), increasing with length of service * Life Assurance to the value of 4 times your basic salary * Joint contribution company pension scheme * Secure off-road parking * Access to our very own perks site for discount and cashback on things you enjoy, such as eating out, health and leisure, travel etc * Access to our 24/7 Employee Assistance Programme * Complimentary Tea and Coffee Job Types: Full-time, Permanent Salary: per year Schedule: * 8 hour shift Experience: * Business development: 1 year (preferred) * Sales: 1 year (preferred) Work remotely: * No

Example 2

Intelligent Insurance Sales Lead Location: UK Salary: Competitive Salary and Benefits Career Level: Level 5 - Associate Director Be yourself, Make a difference, Are you ready to take your expertise to the next level? There is never a typical day at Accenture, but that is why we love it here! This is an extraordinary opportunity to build a rewarding career at Accenture Operations. Working in highly collaborative teams for world-leading clients, we will nurture your talent in an inclusive culture that values diversity. Whatever you are passionate about, make the most of it in a career with Accenture. Whether you are a strategic thinker, a digital innovator, a tech wizard, or a business problem solver, you will find an exciting career path on the cutting edge. We would love to get to know your unique blend of talents and help you explore and grow them further. Who are we? Ask anyone who works here…the people make Accenture what it is. Our people are committed to giving their very best every day and doing what’s right for our people and clients. At Accenture, we drive digital transformation at some of the biggest organizations across the world and in the UK. We create services and brands for the modern world. If you’re looking for an exciting change and the next step in your career, we’d love to hear from you. What are we looking for? We are currently looking for Intelligent Insurance Sales Leads to drive the sales process and grow a profitable pipeline through deal origination, proposition development, commercial negotiations and closure. Sales Leads will manage an Intelligent Operations opportunity from sales pursuit to close using deep domain expertise, commercial acumen and client relationship skills with key buyers and decision makers at new and/or existing clients. Above all, we want someone who can bring together client relationship skills with deep subject expertise to understand our client’s business, solve our client’s problems and bring them with you to deal closure. You will have passion and hunger for leading and pursuing sales in our largest opportunities with our clients. Work you will do: Sell business process that address a client need. Share a compelling story with clients for how Accenture will partner with them to achieve the value they desire. Provide solutions to complex business problems. Set strategic direction for your area of responsibility, including the type of opportunities to pursue and the appropriate approach to use for each. Influence senior leadership at the client and/or within Accenture. Collaborate with the Accenture network in bringing the best we have to offer to the client. Make the tough decisions in doing what’s right for the client and Accenture. You are proficient in: Selling Business Process Services or Outsourcing work Consultative Selling Initiating and pursuing senior/C-suite level stakeholder conversations Understanding our client’s agenda in Insurance Deal Shaping Sales Pursuit Management Client Relationship Development Commercial negotiations Customer Insight Deep Insurance Industry Insight You get your energy from: Passion for business development Working in a fast-paced, quickly evolving environment Building trust-based relationships Collaborating across diverse groups What is in it for you: Career progression by deepening sales skills and/or developing new related skills, growing into more complex sales roles Mentoring and coaching that help you realize your career goals Flexible work arrangements for maintaining work-life balance

Example 3

We have two vacancies: - *Cottage Kids* runs on the *2nd* *and* *4th* *Saturday* *every* *month* *term time only.* Working hours are *[website] with a 30-minute unpaid lunch break. *Cottage Kids* is for children with learning disabilities aged 5 -12 years. It is a fun and social club for our younger members who take part in a variety of activities inside and outside of Grove Cottage. *Cottage Crew* runs on the *third* *Saturday* *of* *every* *month* *term* *time* *only*. Working hours are *9.15am* *-* *5.45pm* with a 30-minute unpaid lunch break. Cottage Crew is for members aged 13 - 25 years and we offer a range of stimulating activities for our teenagers and young adults. *Experience* *AND* *Skills* *Required* * *Early Years level 3 qualification or equivalent* * *Experience of working with children with learning disabilities is desirable* * *Good at juggling tasks* * *Use initiative to solve problems* * *Team player and self-motivated to work on own as required* * *Focused on getting job done* * *Positive role model, enthusiastic and inspires others* * *Advocate of Grove Cottage* * *Professional appearance and approach to work* * *Demonstrate integrity and confidentiality and show initiative* * *Flexible, adaptable and able to work in a fast, ever changing, complex environment* * *Good attention to detail* * *Ability to stay calm under pressure First aid training is advantageous * *Job Title* Team Member *Reporting to* Club Leader & Deputy Leader *Company* Grove Cottage – The home of Bishop’s Stortford Mencap *Main Purpose of Role* · To ensure effective, professional delivery of Grove Cottage Club activities · Provision of high quality respite *Key Objectives* · To ensure a high level of service delivered by Grove Cottage clubs · Be flexible and approachable to ensure all organisational needs met · Positive role model for staff, volunteers and members · Assist the Club and Deputy Leaders in the event of absences *Key Tasks* · To deliver Grove Cottage clubs professionally and effectively *General Duties* Delivery of club to include · Deliver activities for members · Use activities to help members to develop socially and emotionally · Set up equipment and ensure areas are safe · Liaise with parents or carers · Prepare snacks for members · Assist on day trips or other outings · Ensure policy compliance and meet legislative requirements · Work within Ofsted guidelines · Professional communication of information to members and families as required · Maintain a safe and welcoming environment for members · Able to access queries on Grove Cottage database *Other Information* The above is designed to help you in the understanding of your role and is not exhaustive nor intended to be a definitive list of your duties, as flexibility in meeting Grove Cottage’s needs is required by all employees. *Grove Cottage Background* Grove Cottage is the home of Bishop’s Stortford Mencap (Registered Charity number 1122298) and provides social and educational activities for people of all ages with learning disability: to develop their potential, avoid social isolation by supporting lifelong friendships and to provide respite for their families. Grove Cottage was set up in 1966 by a group of parents to provide lifelong support for their children. To offer a safe environment to engage in a variety of activities to maximise each individual’s potential. For more information go to *This post is subject to an enhanced DBS check which must be returned prior to commencement of employment.* Please specify which vacancy you are applying for - [website] *Cottage Kids* or *Cottage Crew* Application deadline: 26/06/2021 Job Types: Part-time, Permanent Salary: £8.98 per hour Schedule: * Day shift Work remotely: * No

Example 4

*Role: *Sales Team Leader. *Salary: *£25,000 - £28,000 Dependant on experience. (OTE + £35,000 per annum) *Hours: *Full time, Monday to Friday | 9-5 & 10-6 *Your Insync Journey* This is a great opportunity to become a valued member of our business insurance sales team, based in our modern and vibrant offices in Poole. The main requirement for the role is to supervise and manage a team of sales advisors to help them achieve company objectives and core KPI’s. In addition to this, you will be required to proactively manage your own portion of new business leads and be on hand to offer expert advice to potential customers, your target will be adapted to reflect your team leader duties. You will need to be upbeat and adapt to change well, whilst displaying role-model behaviour. There will be plenty of opportunities to develop your skills and build an excellent career here. *The Role* Your primary focus is to support the Team Manager to ensure that SLA’s are met. You will be managing the performance of your team, conducting performance reviews and identifying training and development needs. The team primarily manage new business enquiries from professionals who work within the Beauty and Tattoo industry – Building unique and tailored rapport is essential. *Training: * People management and leadership experience is essential. To offer you the support you need to excel in this role, we will help you learn all about our products and service levels to help you reach your full potential. *The Company* A nimble and innovative insurance broker, Insync serves over 35,000 SME’s throughout the UK from our Head Office in Poole. We pride ourselves with our positive working environment and a great team-based culture. Founded in 2014, Insync is one of the UK’s fastest-growing business insurance providers and we always on the lookout for role-model talent to join our current team of over 75 employees. *Key Responsibilities: * * Create an inspiring team environment with an open communication culture * Set clear team goals * Delegate tasks and set deadlines * Motivate team members * Discover training needs and provide coaching * Listen to team members’ feedback and resolve any issues or conflicts * Suggest and organize team building activities * Provide advice to business clients on the most suitable levels of cover to cater for their individual insurance requirements * Manage and maintain relationships with potential clients *Key Requirements: * * Insurance Knowledge * Leadership experience * Strong, adaptable, and confident communicator * Be energetic, enthusiastic and a positive approach to problem solving with a desire to work in a fast-paced environment * Organised and understand how to prioritise and manage your own workload * Confident, fast, and accurate when using computers, email, and other channels of communication *Benefits: * * 22 days’ holiday (plus bank holidays), increasing with length of service * 35 Hours per week, Monday to Friday * Life Assurance to the value of 4 times your basic salary * Joint contribution company pension scheme * Secure off-road parking * Access to our very own perks site for discount and cashback on things you enjoy, such as eating out, health and leisure, travel etc * Access to our 24/7 Employee Assistance Programme * Complimentary beverages Job Types: Full-time, Permanent Salary: per year Additional pay: * Bonus scheme Benefits: * Casual dress * Company events * Company pension * On-site parking Schedule: * 8 hour shift Experience: * Insurance: 1 year (required) * Leadership: 1 year (required) Work remotely: * No

What does an Insurance Agent do?

An Insurance Agent’s main goal is to sell as many policies as possible on behalf of the company they work for. They also want to find the best policies for the people and businesses they represent, but their main focus is to convince clients that their company is the perfect fit for their insurance needs.

Insurance Agent skills and qualifications

An Insurance Agent must be attentive to multiple clients while looking for new clients and staying up to date on new policies. A successful Insurance Agent candidate will have various prerequisite skills and qualifications, these typically include:

  • Excellent customer service skills
  • Thorough and keen attention to detail
  • Ability to sell products and services to a wide variety of clients
  • Excellent verbal and written communication skills
  • Ability to remain calm under pressure and deal with a large workload
  • Ability to use the software utilised within the company

Insurance Agent experience requirements

Most applicants  should have previous experience at other companies, usually as a Junior Account Handler. A candidate with industry qualifications through the Chartered Insurance Institute (CII) and who has initiative and experience will also be considered. 

Some job applicants may come straight from university and will hold a Bachelor’s or Degree (BA),or Bachelor’s of Science (BSC) in Business Management, Financial Services, Marketing or perhaps Maths. They should also have gained some real-world experience while studying, usually through an internship.

Insurance Agent education and training requirements

There are many education routes to becoming an Insurance Agent. One way is to attend university and graduate with a degree in business studies, finance, surveying, engineering or something similar. A person may also obtain the positions through an insurance professional higher apprenticeship which requires 5 GCSEs at grades 9 to 4 and A levels. Another way is through companies willing to take on trainees with a minimum number of GCSEs at grades 9 to 4. Trainees will usually start as an Insurance Technician or Junior Account Handler before they move up to the position of an Insurance Agent.

Insurance Agent salary expectations

According to Indeed Salaries, the average salary for an Insurance Agent is  £25,535 per year , depending on experience, location and company. Salary is based on a slightly higher average working week, usually between 40 and 45 hours with the possibility of working weekends and bank holidays.

Job description samples for similar positions

If this not exactly the job that needs to be advertised, here are some positions that are similar to that of an Insurance Agent:

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Insurance Agent job description FAQs

What are the different types of Insurance Agents?

There are Insurance Agents for various aspects of life, everything from cars to pets. There are also varying sizes of insurance companies, from large national companies to small local ones. Candidates with experience working within a particular industry or at least have a background in the industry are often preferred. For example, a person trying to sell car insurance to clients should have at least a personal understanding of why this insurance is necessary for Drivers.

Who does an Insurance Agent report to?

An Insurance Agent that works specifically for one company will report to a Manager within the company. They may be expected to give weekly reports on their sales and attend meetings with their Manager to discuss their progress.

An independent Insurance Agent who sells policies from a variety of companies does not directly have to report to anyone other than their customers, and they must comply with insurance laws.

How can you make your Insurance Agent job description stand out?

Focus on what makes the company a unique and interesting place to sell insurance. As insurance sales are usually a one-on-one experience between the customer and the client, highlight any work-from-home opportunities that the company might offer. Also, mention any insurance discounts offered to employees or their families.

Employees often look for job opportunities that can become a long-term career. In the job description, map out areas for self-improvement and growth within the company.

What is the difference between an Insurance Broker and an Insurance Agent?

While both positions act as intermediaries between the customer and the company, the main difference is Insurance Agents represent the insurance company while Insurance Brokers represent the client. A Broker identifies insurance plans that are beneficial to a customer and their financial interests. An Agent provides information about the available policies of their company and then sells them to the customer.

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