Insurance Sales Representative Job Description

Insurance sales representative provides processing and procedural information and guidelines to supervisors and managers as it relates to Human Resources processes and procedures.

Insurance Sales Representative Duties & Responsibilities

To write an effective insurance sales representative job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance sales representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Assist Sales Consultant with analyzing brokers’ blocks of business and identify opportunities for additional premium

Provide marketing support to Senior Sales Consultant – develop kits, letters, presentations and assist with revenue generation activities specific to each MGA strategy

Manages all requirements of the new business process from quoting, contracting and application submission and assist Sales Consultant with analyzing blocks of business and identifying opportunities for additional premium

Insurance Sales Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Insurance Sales Representative

Typically a job would require a certain level of education.

Employers hiring for the insurance sales representative job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Associates, Education, Business, Communication, Marketing, Technical, Technology, Communications, Military, MBA

Skills for Insurance Sales Representative

Desired skills for insurance sales representative include:

Desired experience for insurance sales representative includes:

Creating and leading deal teams to work on complex and sometimes multi-faceted technical and relationship-orientated sales

Cross-selling the bank’s other products, services and capabilities to prospective clients – including investment management, FX, Transition management and securities lending

Working closely with Product Development staff and the UK and other servicing centres to co-ordinate the development and promotion of product lines and capabilities

Insurance Sales Representative Examples

Insurance Sales Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our company is growing rapidly and is hiring for an insurance sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

• Direct Contact with Underwriting
• Hourly pay plus commission/bonus
• Growth potential/Opportunity for advancement within the office
• Develop clear and thorough sales plans for each of the assigned small accounts detailing all relevant information about an account, its industry, and its specific LNRS history so that you can strategically target your efforts to determine additional product or solutions LNRS can provide
• Maintain a current understanding of competitor offerings (i.e., price, product, service, or solution) so that you can effectively sell the advantages of LNRS over that offered by its competitors
• Manage renewal process for existing business
• Expected to achieve daily, weekly, monthly assigned sales goals
• Maintain an accurate Client Management System, using available software, ensuring that all data fields are filled and updated
• Provide customer services as required
• Attendance is an essential part of the job function and excessive unscheduled tardiness or absenteeism's will be addressed individually

• Auto and/or Homeowners experience
• Appropriate insurance license to sell physical damage, credit life and other products required
• Fluent in French, with high competence in English
• An interest / understanding of the financial institutions industry and Display a proven track record in consultative sales
• Perseverance, Ambition, passion for winning, drive, hunger for sales
• Salesforce knowledge appreciated but not mandatory

Insurance Sales Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our growing company is looking for an insurance sales representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

• Determine actions to take for internal and external complex cases
• Individual must be able to interact with commercial real estate attorneys, developers, lenders and brokers to build strong business relationships by securing single site or multi-state/multi-site commercial real estate orders from new clients and expanding business with existing clients
• Strong communication skills, including communicating proactively with clients and responding to clients in a timely manner
• Ability to organize events, both educational and social have schedule flexibility to attend planned events, including occasional travel
• Maintains visibility in marketing area by attending real estate industry functions and participating in community and real estate events
• Assesses individual client needs and develops, presents and implements plan to offer resources to meet client real estate needs including demonstrating title products
• Demonstrate ability to connect with clients
• Ability to develop a marketing plan, strategies, and budget, including identifying prospective customers, developing and executing a call plan to include calls and appointments with existing and prospective customers
• Ensure profitability of new and existing business
• Language differential paid to candidates once they are added to the bilingual sales team

• 1-3 years of sales and/or customer service experience preferred
• Obtain new accounts by leveraging Broker relationships
• Ability to obtain necessary licenses within 60 days
• Personal Lines
• Develops and implements Group Insurance (Life, Accident, Disability, Absence Management, Accidental Injury, Critical Illness, ) sales strategies for targeted brokers in a territory, or a specified geographic area
• Insurance / Prospecting Experience Preferred

Insurance Sales Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our innovative and growing company is searching for experienced candidates for the position of insurance sales representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.

• Contacts and closes sales leads generated daily from LibertyMutual.com
• Builds an insurance package for each prospect based on their insurance needs
• Utilizes sales techniques such as personalized selling, building rapport, identifying and solving prospect problems, overcoming objections, closing, and following up
• Ensures accuracy when completing insurance applications by asking required underwriting questions and asking clarifying questions to eliminate ambiguity
• Responsible for satisfying ongoing continuing education (C.E.) requirements in order to maintain necessary P&C licensing with the assistance of a dedicated licensing team
• Phone prospect with company provided leads
• Interact with prospects to build rapport, gather confidential information and generate quotes
• Consult prospects on insurance coverage needs
• Present quotes with detailed understanding of the prospect’s individual needs
• Be accountable for sales production goals

• Effectively present information among large groups to influence organizational leaders and key stakeholders
• A minimum of 3 years Sales experience in the Group Insurance marketplace
• Must be licensed in life & health insurance
• 1-3 years direct sales or account management experience preferably in the acquisition and retention marketing areas with a P&C and/or Life insurance carrier/carrier supplier
• Experience with lead generation solutions for a carrier (both FCRA and non-FCRA)
• Must be able to work a variable schedule including evenings, Saturdays and

Insurance Sales Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our innovative and growing company is searching for experienced candidates for the position of insurance sales representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

• Develop and maintain an active list of introductions and prospects that may be provided through the dealerships and other sources of referral business
• Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, to assess personal lines insurance needs of that household
• Once needs and current insurance situation are established, develop quotes and information for clients that will specifically address their situation
• Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers
• Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business
• Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested
• Consistent contact with clients
• Superior customer service, market knowledge and strives to meet and exceed company’s revenue objectives
• Drives the development of local, national, and international sales
• Acts as a liaison between clients and the company, actively promotes services, gathers and exchanges information

• Collaborative & team orientated
• Contact center experience and knowledge preferred
• Property & Casualty Insurance License is required or must be obtained within 90 days of employment
• Capable of working and communicating with many people possessing diverse personalities
• Understanding of the various insurance policies
• At least two years telephonic experience, preferably in Sales

Insurance Sales Representative Job Description

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG

Our company is growing rapidly and is searching for experienced candidates for the position of insurance sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

• Informs clients of updates in regards to policy changes, services and physicians
• Assists in resolving client concerns relative to service and report quality issues in a timely manner
• Visits physicians as necessary and assist with physician recruiting efforts
• Evaluates the results of overall sales efforts regularly and reports these results to the Director of Sales and Marketing
• Provides weekly, monthly and or quarterly updates as directed
• Effectively fielding inbound calls and demonstrating expertise in product features and benefits and related sales concepts (includes knowledge of products, sales concepts, positioning within existing portfolio, relationship building)
• Identifies and effectively executes upon cross-marketing multiple lines utilizing telephone sales opportunities
• Represents Washington National and its product portfolio with enthusiasm
• Motivates licensed agents to marketing partners with Washington National
• Strong focus on pro-active recruitment of agents along with marketing partners

• 50% travel required (predominantly around the “metro” area—mostly “day” trips with occasional out of town/out of region travel)
• 1-2 Years of Insurance Sales Experience (preferred)
• Demonstrated successful track record of meeting sales goals and quotas required
• Enthusiasm and belief about the role insurance and financial products play in people’s lives
• Proven track record of trustworthiness, dependability and ethical behavior
• Must be energized by meeting new people and getting appointments from a cold start