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Insurance agent vs underwriter

The differences between insurance agents and underwriters can be seen in a few details. Each job has different responsibilities and duties. Additionally, an underwriter has an average salary of $61,751, which is higher than the $51,936 average annual salary of an insurance agent.

The top three skills for an insurance agent include customer service, insurance sales and health insurance. The most important skills for an underwriter are customer service, investor guidelines, and mortgage loans.

Insurance agent vs underwriter overview

Insurance AgentUnderwriter
Yearly salary$51,936$61,751
Hourly rate$24.97$29.69
Growth rate6%-4%
Number of jobs67,9778,510
Job satisfaction53
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 66%
Average age4644
Years of experience--

What does an insurance agent do?

An insurance agent is responsible for inviting potential clients to the insurance company by offering different insurance services. Insurance agents must have a comprehensive knowledge of insurance types to provide the clients with the best insurance option in the market. The insurance agents should evaluate a client's long-term needs and financial goals to create individual packages as the insurance company allowed. An insurance agent also handles policy renewals and keeps customers' insurance files for reference.

What does an underwriter do?

An underwriter's duties depend on the line of work or industry involved, such as mortgage companies, insurance, or lending firms. However, an Underwriter's responsibility will mainly revolve around using their extensive expertise on how a company will achieve financial gains, and assessing the possible financial risks of a client by reviewing various aspects to determine their capacity to uphold monetary obligations. Most of the time, the Underwriter's tasks will also involve evaluating a client's credit history, health, assets, overall financial history.

Insurance agent vs underwriter salary

Insurance agents and underwriters have different pay scales, as shown below.

Insurance AgentUnderwriter
Average salary$51,936$61,751
Salary rangeBetween $30,000 And $88,000Between $39,000 And $96,000
Highest paying CityNew York, NYBoston, MA
Highest paying stateHawaiiMassachusetts
Best paying companyZ Capital GroupGoogle
Best paying industryFinanceManufacturing

Differences between insurance agent and underwriter education

There are a few differences between an insurance agent and an underwriter in terms of educational background:

Insurance AgentUnderwriter
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance agent vs underwriter demographics

Here are the differences between insurance agents' and underwriters' demographics:

Insurance AgentUnderwriter
Average age4644
Gender ratioMale, 51.6% Female, 48.4%Male, 38.4% Female, 61.6%
Race ratioBlack or African American, 9.3% Unknown, 3.6% Hispanic or Latino, 15.8% Asian, 4.9% White, 66.4% American Indian and Alaska Native, 0.1%Black or African American, 9.2% Unknown, 2.5% Hispanic or Latino, 9.6% Asian, 5.6% White, 72.7% American Indian and Alaska Native, 0.4%
LGBT Percentage7%9%

Differences between insurance agent and underwriter duties and responsibilities

Insurance agent example responsibilities.

  • Used consultative upselling techniques to provide leads
  • Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
  • Follow all applicable HIPPA and privacy regulations.
  • Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
  • Identify and solicit sales prospects in agency database and in the general marketplace.
  • Develop productive business relationships with key marketplace players by identifying the right products and services.
  • Show more

Underwriter example responsibilities.

  • Attain Jr. underwriter status and AUS underwriting authority.
  • Manage AUS findings and analyze approvals and results accordingly.
  • Complete initial review of appraisals, borrower credit documents, and DU/LP findings according to Fannie Mae and investor guidelines.
  • Research and develop SBA program.
  • Work on project putting together HPR policy.
  • Resolve issues preventing final disposition of REO properties.
  • Show more

Insurance agent vs underwriter skills

Common insurance agent skills
  • Customer Service, 25%
  • Insurance Sales, 8%
  • Health Insurance, 6%
  • Life Insurance Products, 6%
  • Financial Resources, 6%
  • Auto Insurance, 5%
Common underwriter skills
  • Customer Service, 11%
  • Investor Guidelines, 6%
  • Mortgage Loans, 5%
  • Underwriting Guidelines, 5%
  • Financial Statements, 4%
  • FHA, 3%