Insurance Sales Representative Job Description

insurance sales representative job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Insurance Sales Representative Job Description

An insurance sales representative is an individual that works in insurance sales.

Insurance sales representatives sell insurance policies, either to new or existing customers.

They assist customers by answering their questions about insurance coverages and rates, and educating them about different types of policies.

They should also be able to answer questions about insurance regulations, and they should also be able to answer questions about insurance law.

Insurance sales representatives earn their living through commissions, and they usually have a base salary that depends on the company they work for.

Commissions are often based on total sales revenue, and they can be based on factors like the type and amount of policies sold, and the type of customer they sell to.

Job Brief:

We’re looking for an Insurance Sales Representative to come join our team! We offer a competitive salary and benefits package, and are looking for someone who is driven and has a passion for sales. If you are interested in this position, please submit your resume and cover letter today!

Insurance Sales Representative Duties:

  • Sell insurance policies to individuals and businesses
  • Initiate new business relationships
  • Provide excellent customer service
  • Understand client needs and provide solutions
  • Perform market research and analysis
  • Maintain accurate and current records and files
  • Meet or exceed monthly quotas
  • Make sales calls to potential customers
  • Provide ongoing support and follow-up
  • Perform other duties as needed

Insurance Sales Representative Responsibilities:

  • Perform daily prospecting and follow up, generating new business and maintaining existing accounts
  • Maintain and grow a book of business by meeting assigned sales quota through relationship development, presentations, and referrals
  • Provide one-on-one coaching and promotional support
  • Communicate sales activities, status, and changes to management
  • Partner with business development to obtain necessary information
  • Develop strong, long-term relationships with executive and senior management
  • Enroll in training programs for new and existing products and services
  • Train new employees on company products and services
  • Recommend new products and maintain client lists and feedback
  • Attend industry events
  • Assist in the evaluation of company’s products and services

Requirements And Skills:

  • Proven sales experience, including recent success in selling property and casualty insurance products
  • Excellent communication skills
  • Strong ability to negotiate
  • Excellent time management, organization, and follow-through abilities
  • Above-average computer, interpersonal, and problem-solving skills

Company Name is an equal opportunity employer and we are committed to building a diverse and inclusive team. People of all races, religions, national origins, genders, , , gender expressions, and ages are encouraged to apply, as well as veterans and individuals with disabilities.

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