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Insurance broker vs insurance sales representative

The differences between insurance brokers and insurance sales representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, an insurance broker has an average salary of $94,006, which is higher than the $61,386 average annual salary of an insurance sales representative.

The top three skills for an insurance broker include customer service, life insurance products and lead generation. The most important skills for an insurance sales representative are customer service, excellent time management, and work ethic.

Insurance broker vs insurance sales representative overview

Insurance BrokerInsurance Sales Representative
Yearly salary$94,006$61,386
Hourly rate$45.20$29.51
Growth rate6%6%
Number of jobs38,403201,879
Job satisfaction--
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 59%
Average age4646
Years of experience--

What does an insurance broker do?

Insurance brokers are responsible for assisting clients to determine their liability risks and in selecting the appropriate policies for their family, home, business, or automobile to ensure their protection. They direct clients in creating a sound decision and supply them with a variety of quotes that best suit their needs. Their duties include demonstrating the benefits, terms, conditions, and suspension for a number of participating insurance policies. Also, they may negotiate lesser rates for their clients and continue in guiding these clients in technical issues like filing a claim or changing their insurance coverage.

What does an insurance sales representative do?

An insurance sales representative is primarily responsible for securing insurance sales by reaching out to clients through calls, correspondence, and even appointments. They are also responsible for gathering client information, discussing and recommending suitable terms, and even providing advice to meet their needs, all while building rapport to ensure customer satisfaction. There are also instances where they have to adjust existing terms, assist in filling out applications, and produce progress reports. Furthermore, it is essential to devise strategies to find new sales opportunities, as most insurance sales representatives must reach a particular sales target.

Insurance broker vs insurance sales representative salary

Insurance brokers and insurance sales representatives have different pay scales, as shown below.

Insurance BrokerInsurance Sales Representative
Average salary$94,006$61,386
Salary rangeBetween $62,000 And $141,000Between $38,000 And $97,000
Highest paying CityBirmingham, ALWashington, DC
Highest paying stateWashingtonNew York
Best paying companyLiberty Mutual InsuranceFFL Partners
Best paying industryInsuranceFinance

Differences between insurance broker and insurance sales representative education

There are a few differences between an insurance broker and an insurance sales representative in terms of educational background:

Insurance BrokerInsurance Sales Representative
Most common degreeBachelor's Degree, 64%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance broker vs insurance sales representative demographics

Here are the differences between insurance brokers' and insurance sales representatives' demographics:

Insurance BrokerInsurance Sales Representative
Average age4646
Gender ratioMale, 62.5% Female, 37.5%Male, 53.9% Female, 46.1%
Race ratioBlack or African American, 9.3% Unknown, 3.6% Hispanic or Latino, 15.9% Asian, 4.9% White, 66.2% American Indian and Alaska Native, 0.1%Black or African American, 9.4% Unknown, 3.6% Hispanic or Latino, 16.2% Asian, 4.9% White, 65.8% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between insurance broker and insurance sales representative duties and responsibilities

Insurance broker example responsibilities.

  • Used consultative upselling techniques to provide leads
  • Work as an independent financial planner selling life insurance and annuities to individuals and families
  • Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
  • Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.

Insurance sales representative example responsibilities.

  • Used consultative upselling techniques to provide leads
  • Translate and assign diagnosis and medical procedures into CPT, ICD-9 and ICD-10 codes.
  • Lead rep for major payer.
  • Monitor the performance of each account rep.
  • Educate physicians and clinic staff on current ICD 9 and CPT coding regulations.
  • Comply with company policy, procedures, and pertinent laws and regulation such a HIPAA.
  • Show more

Insurance broker vs insurance sales representative skills

Common insurance broker skills
  • Customer Service, 11%
  • Life Insurance Products, 8%
  • Lead Generation, 8%
  • Financial Resources, 8%
  • Annuities, 8%
  • Insurance Carriers, 6%
Common insurance sales representative skills
  • Customer Service, 17%
  • Excellent Time Management, 16%
  • Work Ethic, 12%
  • Strong Customer Service, 11%
  • Strong Work Ethic, 11%
  • Lead Generation, 4%