Licensed Insurance Agent Job Description Template

The Licensed Insurance Agent job description template outlines the roles and responsibilities of a licensed professional who sells insurance policies to clients. The job involves assessing each client's needs, recommending suitable policy options, and ensuring all necessary paperwork is filed. The ideal candidate is a strong communicator, knowledgeable about various insurance policies, and possesses a license to sell insurance in their state.

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Job Description:

A licensed insurance agent is responsible for helping clients find the right insurance policies to meet their individual needs. They are knowledgeable about different types of insurance products and help clients understand policy details and coverage options.


  • Meet with clients to identify their insurance needs and recommend policies that meet those needs
  • Explain policy details and coverage options to clients
  • Assist with completing insurance applications and related documents
  • Follow up with clients to ensure that policies are renewed or updated as needed
  • Develop relationships with clients to maintain their business and referrals


  • High school diploma or equivalent
  • Valid state insurance license
  • Excellent communication and interpersonal skills
  • Ability to explain complex information in a clear and concise manner
  • Strong sales and customer service skills

As a licensed insurance agent, you will have the opportunity to work independently or for an agency/ brokerage. This position offers a flexible schedule and the ability to earn a substantial income through commissions and bonuses. Apply today to join our team!


Are you looking to add a new licensed insurance agent to your team? Creating a job posting that will attract the right candidate requires careful consideration and attention to detail. Here are some tips on how to create an effective licensed insurance agent job posting:

Job Title and Overview

The job title and overview should clearly communicate the position's responsibilities and requirements. Use simple and direct language, and avoid acronyms or industry-specific jargon. For example:

  • Job Title: Licensed Insurance Agent
  • Job Overview: Seeking a licensed insurance agent to join our team and provide expert guidance to clients on insurance policies and coverage options.

Key Responsibilities

Outline the specific responsibilities of the position. Be as detailed as possible to ensure that candidates understand the expectations of the role. Some possible responsibilities for a licensed insurance agent may include:

  • Researching and analyzing insurance policies and coverage options
  • Educating clients on insurance products and helping them make informed decisions
  • Providing quotes and creating customized insurance plans for clients
  • Reviewing policies with clients to ensure their ongoing insurance needs are met
  • Maintaining accurate client information and documentation
  • Keeping up-to-date on industry developments and changes in insurance policies and regulations

Requirements and Qualifications

Be clear about the qualifications and requirements needed to perform the job. This will help attract candidates who are qualified for the position and reduce the number of unqualified applicants. Possible requirements for a licensed insurance agent may include:

  • Active state insurance license
  • Strong verbal and written communication skills
  • Ability to work independently and make sound decisions
  • Experience in sales or customer service
  • Proficiency in computer programs and applications
  • Attention to detail and accuracy
  • Ability to handle confidential information
  • Bachelor's degree in business, finance, or related field (preferred)

Company Description and Culture

Provide candidates with an overview of your company and its values. This will help attract candidates who align with your company's culture and mission. Be clear about what makes your company unique and what you offer employees. For example:

  • We are a family-owned insurance agency that has been serving the community for over 20 years.
  • Our core values include honesty, integrity, and exceptional customer service.
  • We offer a supportive and collaborative work environment, ongoing training and development opportunities, and competitive compensation and benefits packages.

How to Apply

Provide clear instructions on how to apply for the position. State whether you prefer a resume or an application and include a closing date for applications. Also, provide an email or physical address to which applicants can send their materials. Finally, thank all prospective candidates for their interest in the position.


Creating an effective licensed insurance agent job posting requires attention to detail and a clear understanding of the skills and qualifications needed to perform the job. By following the tips outlined in this article, you can create a job posting that attracts qualified candidates and helps build a strong team for your company.

What information should I include in a licensed insurance agent job posting?

The job posting should include a clear job title, description of the job duties, required qualifications and skills, and information about the company and any benefits offered. You may also want to include information about sales goals and any training or support offered to new agents.

What qualifications are required for a licensed insurance agent?

Qualifications vary depending on the state and the type of insurance being sold, but most states require passing a licensing exam and completing pre-licensing education. Additionally, many insurance companies require a high school diploma or equivalent, and some may prefer a college degree. Experience in sales or customer service is also beneficial.

What skills should a licensed insurance agent have?

Successful insurance agents must have strong communication and interpersonal skills, as well as the ability to persuade and negotiate. Attention to detail, problem-solving, and time management skills are also important. Familiarity with computers and basic math skills are also typically necessary.

What types of insurance do licensed agents typically sell?

Insurance agents may sell a variety of types of insurance, including health, life, homeowner's, renter's, auto, and business insurance. Some agents specialize in a particular area, while others sell a range of insurance products.

What should I expect during an interview with a licensed insurance agent?

The interview may include questions about your sales experience, communication and interpersonal skills, and your knowledge of insurance products and regulations. You may also be asked to role-play with the interviewer or to describe how you would handle a difficult customer or sales situation.

What is the average salary for a licensed insurance agent?

Salaries vary depending on experience, geographic location, and the type of insurance being sold, but the average salary for a licensed insurance agent is around $50,000 per year. Commission-based pay is also common in the insurance industry.

Are there any certifications or professional organizations that licensed insurance agents can join?

Yes, there are several professional organizations for insurance agents, including the National Association of Insurance and Financial Advisors and the National Association of Professional Agents. Additionally, there are several certifications available, such as Chartered Life Underwriter and Certified Insurance Counselor, that can help agents enhance their skills and knowledge.

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