Licensed Insurance Agent

Licensed Insurance Agent Job Description Template

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


  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services;
  • Adheres to the Credit Union’s core values and Service Standards in carrying out GreenState’s mission and vision;
  • Answers clients’ questions related to their coverage or policy status;
  • Assists with record keeping of sales activities and results;
  • Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact;
  • Proactively calls all scheduled closing in MLO’s Pipeline to ensure 100% contact rate;
  • Solicits increases in limits and/or coverage or rounding out accounts through sales to clients;
  • Processes and reviews auto and homeowners insurance policy applications to ensure accuracy and verify applicant eligibility;
  • Maintain a strong work ethic with a total commitment to success each and every day;
  • Work with the agent to establish and meet marketing goals;
  • Interest in marketing products and services based on customer needs;
  • Able to effectively and professionally communicate over the phone and email;
  • Detail oriented;
  • Excellent communication skills – written, verbal and listening;
  • Life and Health License required.


  • Has the ability to view problems, opportunities, ideas etc. from various vantage points;
  • P&C licensed, or ability to get licensed, within the first few weeks;
  • Be competitive by nature and take an active interest in keeping abreast of competitors;
  • Able to communicate professionally both verbal and written;
  • Be an excellent listener and have a strong ethos of following up on all requests;
  • Bachelor’s Degree and/or 2 + years of sales experience.