Hiring someone new is always a big responsibility. Finding the best person for the job can end up helping the company tremendously. However, if you hire the wrong person, then the company may end up stagnant. You may potentially need to fire that person and start the hiring process all over again, utilizing valuable resources. In order to get it right the first time, you need to have a high-quality job description that accurately defines what the position entails. In case you need a starting off point, check out this insurance agent job description sample to get some ideas for your own.
Insurance Agent Job Summary
You will need to help a wide range of clients with any insurance needs. This can include recommending certain policies and informing clients why they would need to acquire certain insurance. You will need to be knowledgeable of the various areas of insurance in order to effectively address concerns and answer questions.
Insurance Agent Job Responsibilities and Duties
- Approach new clients by making phone calls, sending out letters and utilizing referrals
- Speak with clients in order to determine what policy would be ideal for their needs and figure out if they have the budget for such policies
- Ensure all applications are completed accurately and seek out corrections when needed
- Schedule follow-up appointments and re-evaluate coverages on a routine basis
- Help clients collect a claim when criteria is met
- Reassess clients’ needs after significant lifestyle changes have occurred
- Attend conferences and regularly read publications in order to remain current on any changes within the insurance industry
Insurance Agent Skills and Qualifications
- Commitment to meeting sales goals
- Ability to sell services to clients in need
- Being a people person
- Thorough understanding of the services available
- Proficient in verbal and written communication
- Background in math or statistical analysis a plus
Since 1982, ETO Insurance has been offering a wide range of policies to the community and helping people during times of stress and uncertainty. Numerous types of coverage are offered, including health, auto and death. For peace of mind, many people trust the professionalism found at ETO.
What to Include in an Insurance Agent Job Description
Although it may seem easy to write a little something about what the job will entail and what skills are needed, there are certain things you can do to convey that information a little easier. You do not want potential applicants to be confused about what is expected out of the position. Craft each section with care so that nothing is left up in the air.
• Main Tasks – You should have a good idea of what your insurance agents will be doing on a daily basis. If you do not, then you should speak with some of them to see what they have to say. At the end of the day, you want to have somewhere between five and 10 responsibilities. If you have more than 10, then you should eliminate any that will not be done as often. Narrowing down the list helps keep the overall length of your insurance agent job description to be more manageable.
• Supervisors – You should also talk a little bit about where this position falls within the company. You can include the name and position of the person they would need to report to. You can also use this as a chance to say if there would be any opportunities to move up in the organization.
• Hard Skills and Soft Skills – You should include information that will help the reader determine if he or she has the necessary qualifications to succeed in this role. Hard skills include items like having a certain number of years of experience in the insurance industry. Soft skills would be more along the lines of having people skills.
• Company Profile – Spend a few sentences talking about your insurance agency as a whole. You can say how long you have been around and mention any awards you may have won. There are plenty of insurance companies out there, and you need to differentiate yourself from everyone else.
• Contact Information – At the end of your insurance agent job description, you should clearly state how people can apply for the job. It may be simple as sending a resume to an email address. If your application process differs from that, then you should say what exactly it is.
You need to sell your organization to job seekers and give them a reason to send their resumes to you.
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Writing Your Insurance Agent Job Description: Dos and Don’ts
Here are a few bonus tips whenever you have a job listing to write:
• Do get specific whenever you are discussing tasks. Being vague will not entice anyone to apply.
• Do talk about any perks or benefits you can provide. Think about what applicants will want out of a job.
• Do not talk about the job in a boring, corporate tone. Inject some energy into your prose.
• Do state where exactly your business is located physically.
• Do not post your insurance agent job description online if it is filled with typos. Proofread carefully before posting.
Although you should mention that people can send you questions if needed, you should do your best to make your job description so straightforward that people know exactly what you are looking for.
Writing a Job Description Best Practices
- While this insurance agent job description sample should give you a good idea of the kind of material you should include, there is still more that can be done. Here are a few dos and don’ts for writing your own job listing to ensure all the most important details are present:
- Do utilize the best search engine optimization (SEO) practices. You should figure out what keywords people are most likely to enter into search engines and include them within your own job description. Just make sure to use SEO properly or else you could be penalized.
- Do not talk about responsibilities that will not come into play that often. If you are expecting your new insurance agent to lead a seminar once every few months, then that kind of information can be left out. Stick to discussing the tasks that will be done practically every day.
- Do use bullet points. As you can see throughout the sample above, many of the sections utilize bulleted lists. This is done so that the material can be read through much easier. Make sure to use them on your own descriptions.
- Do make sure you check your agency’s policies when it comes to discussing salary and health benefits in the job description. Human resources may not want you to divulge that information openly to the public. It may not be that big of a deal for your organization, but it never hurts to check first.
- Do specify what exactly you need in an application. Sometimes a resume is all that is needed and then you can acquire additional information in the interview. It may also be helpful to ask for a cover letter or other items.
- Do make sure you spell-check before posting your description online for everyone to see. Everyone makes mistakes, but you do not want job hunters to think you slapped together a description in five minutes. Read it over beforehand. It may also be helpful to have someone else read it for you just to get a second opinion.
Every company is trying to get the best talent out there to work for them. These are the individuals who have multiple job offers on the table. Convince them that you are worth considering by making sure your job description accurately details the job at hand.