Insurance Sales Representative Job Description

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Insurance Sales Representative Job Description

Written By: Rob Halvorsen
Sales Careers Online Contributing Writer
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Writing an Insurance Sales Representative Job Description is an important process as every insurance sales representative should have a detailed job description, and it should be in writing. Typically, insurance sales agents, commonly referred to as “producers”, sell one or more types of insurance, such as property and casualty, life, health, disability, and long-term care and the type of products sold should be detailed in the job description.

Most insurance sales agents are based in small offices, from which they contact clients and provide information on the policies they sell. However, much of their time may be spent outside their offices, traveling locally to meet with clients, close sales, or investigate claims. Agents usually determine their own hours of work and often schedule evening and weekend appointments for the convenience of clients.

See also: Insurance Sales Jobs

Creating a Description of an Insurance Sales Representative Job is essential to the recruitment process as it helps clarify what the insurance sales agent is responsible for within the company and helps the agent understand the responsibilities of the position. The process of writing the job description is simple and can be completed with a few hours work. The following are 7 essential elements which should be included in the job description:

1.    Job Title
2.    Department (division, location, etc.)
3.    Reports to (title of superior, location, describe management structure)
4.    Job Objective (no longer than three to four sentences)
5.    Responsibilities and Accountabilities (principal duties, continuing responsibilities, and accountability)
6.    Relationships and Roles (internal / external cooperation)
7.    Job Specifications (necessary skills and experience required)

Writing a good Insurance Sales Representative Job Description can be extremely important. Every producer should have a detailed job description, and it should be in writing. The job description needs to communicate clearly and concisely what responsibilities and tasks the job entails and to indicate, as well, the key qualifications of the job.

Next >> Sales Representative Job Description

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