Insurance Sales Agent

Insurance Sales Agents Insurance sales agents contact potential customers and sell one or more types of insurance.

Insurance Sales Agent Job Description Template

Our company is looking for a Insurance Sales Agent to join our team.


  • Researches customer’s individual or business purchase needs;
  • Resolves customer complaints and queries;
  • Achieve a balance in production to meet agency business and growth objectives by maintaining an appropriate mix of business;
  • Respond to current policyholder inquiries and requests;
  • Perform other duties as necessary;
  • Responsible for marketing and generating new insurance sales as well as being a professional advocate for all insurance related needs;
  • Meet and/or exceed sales production requirements;
  • Answering phones, emailing customer and handling policy changes;
  • Other duties as assigned;
  • Professional phone etiquette and apparence;
  • 2+ years of customer service in office setting;
  • Maintain accurate records;
  • responding to customer inquiries and providing quotes and setting appointments;
  • Monitor any claims made to guarantee that both the insurer and the client are compensated fairly;
  • Guarantee that all necessary paperwork is filled out and filed to put the insurance policy in place.


  • Maintain accurate records;
  • All applicable state licenses for property and casualty and life insurances will be required before hire. Ask us how we can help;
  • Sales experience is a plus;
  • NYS Property & Casualty and Life & Health license preferred but not required;
  • prepare appropriate rate quotations;
  • Ability to meet deadlines and financial goal minimums;
  • equity and group billing;
  • organize, plan and promote the sale of ACG insurance and membership products and services;
  • Knowledge of desktop systems including but not limited to Microsoft Office software applications;
  • Solid selling and sales process skills;
  • Other duties as assigned;
  • Professional phone etiquette and apparence;
  • Knowledge of Microsoft Word and Excel preferred;
  • Ability to achieve results;
  • AMS 360 Experience a plus.