Insurance Producer Job Description Template

The Insurance Producer job description template is a useful tool for employers looking to hire an individual who can help them generate sales for the insurance industry. As an Insurance Producer, the individual will be responsible for researching, prospecting, and reaching out to potential clients to help them find the insurance policy that best meets their needs. The template outlines the essential duties, qualifications, and necessary skills required for the job. Employers can use this template as a starting point to create a job advertisement, job posting, or job description to attract the most suitable candidates for the position.

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Job Description

An insurance producer is responsible for selling insurance policies to potential clients. They analyze the risks and insurance needs of clients, advise them on policy options, and help them choose the best insurance policies to meet their unique needs. The insurance producer also handles policy renewals, claims, and assists clients with any other insurance-related inquiries.


  • Assess and analyze clients' insurance needs
  • Recommend and sell insurance policies to clients
  • Handle policy renewals and cancellations
  • Provide guidance and support to clients with claims and other insurance-related issues
  • Maintain accurate records of all policies and client interactions
  • Research and stay current on industry trends and regulations
  • Develop and maintain relationships with clients to ensure repeat business


  • Bachelor's degree in business, finance, or related field
  • State-required insurance producer license
  • Strong communication and interpersonal skills
  • Excellent customer service skills
  • Ability to analyze and evaluate risks
  • Familiarity with insurance products and services
  • Attention to detail and strong organizational skills


Are you an insurance company that is looking for talented and motivated individuals to join your team as insurance producers? Creating a well-crafted job posting is crucial to finding the best candidates for this important role. In this article, we will provide you with tips on how to create an effective insurance producer job posting.

Job Title and Overview

The first thing you need to do when creating an insurance producer job posting is to come up with a job title that accurately reflects the role. Use specific terms such as "property and casualty insurance producer" or "life insurance producer" to attract the right candidates. In the job overview section, give a brief summary of what the job entails, the qualifications required, and the benefits of working with your company.

Responsibilities and Duties

  • List the main responsibilities and duties of the insurance producer, such as selling insurance policies, performing risk assessments, and providing excellent customer service.
  • Be specific about the types of insurance the producer will be selling and the target market they will be working with so that applicants have a clear understanding of what the job entails.
  • Also, mention any administrative tasks that the producer will be responsible for, such as managing client files and creating reports.
  • Qualifications and Skills

  • Outline the qualifications and skills required for the position, such as a bachelor's degree in business or a related field, a valid state insurance license, and a minimum of two years of sales experience.
  • You can also mention any certifications or training programs that would be beneficial for the role.
  • Include the soft skills that are essential for the job, such as excellent communication and interpersonal skills, the ability to work independently, and a strong work ethic.
  • Compensation and Benefits

  • Be transparent about the compensation and benefits package offered, including base salary, commission structure, and additional perks such as healthcare and retirement savings plans.
  • Highlight any training or development opportunities that the company offers to help employees advance their careers.
  • Conclusion

    Create an insurance producer job posting that stands out from the crowd by being specific about the requirements of the role, the skills needed for success, and the benefits of working for your company. With these tips, you can attract and hire the right candidates to help grow your business and serve your clients.

    FAQs on Creating Insurance Producer Job Posting

    1. What should be the job title?

    The job title should clearly tell candidates about the position they are applying for. Use accurate and industry-specific terms like "Insurance Producer" or "Insurance Sales Agent."

    2. What should be the job summary or objective?

    The job summary should contain information about the job's purpose, responsibilities, and requirements. It should give a snapshot of the job and should be written in a clear and concise language that entices the candidate to read further.

    3. What are the qualifications for the position?

    List the qualifications that are essential to performing the job like education, experience, licenses, and certifications. Also, include any preferred qualifications that can improve the candidate's chances of getting the job.

    4. What are the responsibilities of the job?

    Provide a clear and concise list of the job's responsibilities. Use bullet points to make it easy to read and understand.

    5. What are the skills required for the job?

    Mention the skills that are crucial to the job, such as communication, sales, customer service, and problem-solving. Make a separate section for it so that the candidate can quickly determine the skills required.

    6. Should the company's background be mentioned in the job posting?

    Yes. Include a brief description of the company's history, size, culture, and core values. This can help attract the right candidate who shares the same values and interests.

    7. Should there be any call to action (CTA) at the end of the job posting?

    Yes. End by urging the candidate to apply for the job and provide instructions on how to do so, clear deadlines for submissions, and any other relevant information.

    8. Should the salary be mentioned in the job posting?

    If possible, it's best to list the salary range for the job. This can help eliminate candidates who are not interested in the salary offered and save the HR department's time.

    9. Can the job posting mention any benefits?

    Yes, it's possible to mention some of the benefits, such as health insurance, 401K, and paid vacations. However, it's important to keep in mind that the job posting needs to be brief and should adhere to the company's policies.

    10. What tone should the job posting have?

    The job posting's tone should reflect the company culture, so it's important to match the tone to the company's values, goals, and brand. You can use a formal or informal tone, but it's essential to keep it professional and engaging.

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