Insurance Agent Job Description Template Word
Are you looking for a comprehensive and customizable job description template for an insurance agent? Look no further than the Insurance Agent Job Description Template Word from Bizmanualz.
This template is designed to help you create a job description that accurately reflects the responsibilities and requirements of an insurance agent position. It includes sections for job summary, essential duties and responsibilities, qualifications, education and experience, and physical demands and work environment.
With this template, you can easily tailor the job description to your specific needs and requirements. You can add or remove sections as needed, and customize the language to match your company’s tone and style.
Using a job description template can save you time and ensure that you are creating a thorough and accurate description of the position. It can also help you attract the right candidates by clearly outlining the expectations and requirements of the job.
Don’t waste time creating a job description from scratch. Use the Insurance Agent Job Description Template Word from Bizmanualz to create a professional and effective job description that will help you find the right candidate for your insurance agency.
The Insurance Agent is responsible for selling policies that provide health, life, retirement income, and various other types of insurance to new and existing clients.
INSURANCE AGENT ESSENTIAL DUTIES AND RESPONSIBILITIES
- Uses initiative in identifying and soliciting prospects. Makes numerous personal contacts with prospective customers weekly and schedule interviews. Uses telephone or mail solicitation to help identify prospects.
- Explains services to potential customers using clear, non-technical language.
- Develops insurance plans, including plans for a single policy and those plans for comprehensive coverage.
- Closes transactions, which involves obtaining paperwork and the first premium and forwarding necessary documents to the insurance company for approval and issuance of policies.
- Follows-up on sales, providing any necessary service to existing customers and anticipating possible needs for additional coverage.
Reports to the organization’s Insurance Sales Manager.
INSURANCE AGENT QUALIFICATIONS
A high school diploma or GED is required; an associate’s or bachelor’s degree (business administration or accounting) is preferred. A state license to sell insurance must be obtainable within six months of employment date; must be able to pass a background check.
INSURANCE AGENT PHYSICAL DEMANDS
Regular travel by automobile for conducting business is required (30-50%). Must be able to communicate well orally and in writing with customers and management; good presentation skill (to individuals and groups) is necessary. Regular use of telephone, e-mail, texting, and company app for communication is essential.
Good reasoning ability and math skills are required to solve a wide range of business problems. Able to understand and utilize sales/marketing reports and legal documents to conduct business.
Sitting for extended periods is common. Hearing and vision within normal ranges is helpful for normal conversations, to receive ordinary information and to prepare or inspect documents.
No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.
The job alternates between the traditional office setting and client sites (business, residence, etc.). Activities include extended periods of sitting and extensive work at computers (signing up clients, generating reports, contacting the office, using presentation software, etc.).