Sample insurance agent job description

Insurance companies may come and go, but the unique combination of stability and growth at [Company X] provides new opportunities every day. We’re seeking an experienced insurance agent to become the next valued member of our team. Whether new to the industry or setting out on their own, the ideal candidate will find not just a job here but a lasting career. Our agents do more than provide insurance policies — they provide customers with a complete experience and peace of mind. The insurance agent will meet the changing needs of clients by customizing policies to fit with their lifestyle. We expect agents to develop and deepen their relationships with clients so that our dedication is assured and their loyalty is secured.

Objectives of this role

  • Develop and execute marketing strategies for new insurance contracts, including automotive, casualty, health, life, and property
  • Customize programs to cover client risks
  • Cultivate prospective new business through cold calls, emails, referrals, and networking
  • Monitor insurance claims and ensure customer satisfaction


  • Generate sales leads from various engagement initiatives within defined territory
  • Proactively contact leads and schedule appointments to recommend appropriate policies, quotes, and coverages
  • Determine specific client needs by researching current coverage and options, and grow and maintain business through product sales, cross-sales, referrals, your own circle of influence, and renewals
  • Meet or speak with clients daily, providing information about policies and answering questions related to coverage and premiums
  • Obtain underwriting approval through completion of coverage application
  • Expand professional skill set through workshops, networking events, and professional organizations

Required skills and qualifications

  • High school diploma or equivalent
  • Current licensure and good standing with relevant authorities
  • Experience in insurance or sales
  • Knowledge of various insurance coverages (ex: automobile, life, health, property)
  • Strong communication, presentation, and sales skills
  • Passion for helping others

Preferred skills and qualifications

  • Ability to communicate in more than one language
  • Flexible schedule and willingness to travel