Insurance Agent Job Description

This Insurance Agent job description template can be posted to online job forums and career pages for the recruitment of candidates. You can modify the requirements and responsibilities given in this template according to the specific need of your company.

Insurance Agent Responsibilities

  • To deliver excellent marketing strategies that can work wonders in increasing the sales of the products and significantly promotes the services
  • Building productive relationships with clients and emphasizing on increasing the revenues through cold calling and meeting the clients
  • Evaluating the exact needs of individuals and businesses and then prepare a strategy to cover the exact needs

Job brief

We are looking for a passionate Insurance Agent who can take our business to the next level of success. You will have to build new customers and retain the current ones to enhance the revenue of the company. If you have exceptional marketing and convincing skills and would like to work in a fast-paced environment then we would like to hear from you.


  • Use of adequate strategies to promote the new insurance contracts
  •  Maintain relationships with the new customers and providing adequate information regarding the new insurance contracts to the existing customers
  • Precisely work with the senior agents on the risk management strategies
  • Focus on revenue growth by targeting individual clients and businesses
  • Should be able to fulfill  the policy requirements


  • Experience of working with a firm as an Insurance agent or any other relevant experience
  • Basic understanding and operational knowledge of computer
  • Ability to achieve set targets and meet the deadlines
  • Ability to set priority in handling client
  • A High School degree is mandatory, Bachelor’s degree is preferred