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Become An Insurance Representative

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Working As An Insurance Representative

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Performing for or Working Directly with the Public
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $48,200

    Average Salary

What Does An Insurance Representative Do At Transamerica Agency Network

* Present and sell company products and services to new and existing customers Prospect and contact potential customers Reach agreed upon sales targets by the deadline Resolve customer inquiries and complaints Set follow-up appointments to keep customers aware of latest developments Create sales material to present to customers Flexibility to set your own hours
* Company Description Welcome to Transamerica Agency Network At Transamerica Agency Network, we help people make Tomorrows they can count on—Tomorrows they've planned for.
* We understand that solutions won't come from paper and a pen, they'll come from people.
* People who know how to put themselves on the other side of the table, and who help protect families and create tomorrows that are worth so much more.
* We're much more than insurance policies and retirement strategies—we're your partner in tomorrow.
* Let's make tomorrow about creating a better financial future.
* And above all else, let's make tomorrow worth looking forward

What Does An Insurance Representative Do At Sanford Health

* Must have excellent customer service skills to communicate with internal and external customers.
* Will be expected to use electronic billing.
* Must be accessible to other departments upon demand for inquires regarding reimbursement.
* Must demonstrate critical thinking skills to manage day to day basic operations or the ability to seek assistance when needed.
* Must be able to do work steadily, efficiently and show constant vigilance to the details of the work.
* Must be able to utilize all office equipment including personal computer and application software, printer, FAX, copier, multi-line telephone system.
* Must have good working knowledge of all insurance and/or government claims submittal and appeal processes.
* Must have excellent written and oral communication skills, including English usage, grammar, punctuation, and style.
* Must be able to use appropriate reference materials when needed.
* Should be able to multi-task when needed

What Does An Insurance Representative Do At Physicians East

* Review of claim edits for submission to insurance carrier.
* Review of A/R reports which includes outstanding pending claim, insurance/patient credits and patient billing.
* Contact insurance companies to verify and resolve claim issues and denials.
* Verification of insurance eligibility and benefits.
* Utilization of insurance web based resources.
* Thorough examination of patient accounts to ensure account accuracy.
* Identify and monitor denial trends and report findings to management.
* Maintain working knowledge of all insurance carriers guidelines.
* Review and complete tasks assigned from Practice Management System.
* Communicate effectively with insurance carriers, billing staff and management

What Does An Insurance Representative Do At HCA, Hospital Corporation of America

* Process medical insurance accounts to address claim issues and to affect payment and/or bringing them to resolution.
* Research claim status with carriers via various portals to reach resolution and payment of claims.
* Status account and document all work performed in the company and client computer systems.
* Assess accounts to determine the next appropriate course of action in line with company policies and procedures.
* Place outbound calls to insurance companies, guarantors, patients, doctors’ offices and/or facilities and handle incoming calls as necessary utilizing proper customer service protocol.
* Process related correspondence from insurance companies and perform pertinent follow-up.
* Reconcile balances and payments between insurance companies and clients computer systems.
* Escalate issues to Team Lead or Manager as necessary.
* Duties may vary by location
* Adheres to and supports organizational IT&S standards, policies, and procedures.
* Adheres to Code of Conduct.
* Performs other duties as assigned.

What Does An Insurance Representative Do At Donald Martens & Sons Ambulance Services

* Manage own time and work assignments effectively.
* Seek advice/feedback in terms of priorities or issues when necessary.
* Process claims within an appropriate timeframe (e.g. claim status check, appeals of denied claims).
* Recode claims into the Accounts Receivable billing System as necessary.
* Update appropriate modifiers based on origin and destination of the trip and change insurance claims as necessary.
* Ensure charges are billable to a particular insurance based on the payer’s criteria (e.g. prior authorization) as needed.
* Resolve payment issues with payer (e.g. denials, partial payments, etc.).
* Refile and appeal claims as necessary.
* Process incoming correspondence, including signature letters, denials, and additional information necessary to release the claim.
* Forward all credit card payments to the Accounts Receivable Representative when identified in the Patient Care Report (PCR), correspondence, and or Computer Aided Dispatch (CAD) notes.
* Review clearinghouse transmission listings and carrier acknowledgment reports to make appropriate corrections as required.
* Determine the appropriate level of service to be billed based on supporting documentation on the PCR and or in the CAD notes, including but not limited to, designating Advanced Life Support (ALS), Basic Life Support (BLS), Wheelchair, Specialty Care Transport (SCT), or Critical Care Transport (CCT).
* Assign appropriate condition code/ICD
* codes into the Accounts Receivable Billing System.
* Accept incoming calls from payers, providers, and patients.
* Process “Very Important Person” (VIP) transports by verifying information with Director of Patient Financial Services.
* Verify eligibility of benefits via internet and or telephone.
* Escalate the appeal process as needed

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How To Become An Insurance Representative

Although most employers require agents to have a high school diploma, many agents have a bachelor’s degree. Agents must be licensed in the states where they work.


A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree can improve one’s job prospects. Public-speaking classes can be useful in improving sales techniques, and often agents will have taken courses in business, finance, or economics. Business knowledge is also helpful for sales agents hoping to advance to a managerial position.


Insurance sales agents learn many of their job duties on the job from other agents. Many employers have new agents shadow an experienced agent. This practice allows the new agent to learn how to conduct the company’s business and to understand how the agency interacts with clients.

Employers also are increasingly placing greater emphasis on continuing professional education as the variety of financial products sold by insurance sales agents grows. Changes in tax laws, government benefits programs, and other state and federal regulations can affect the insurance needs of clients and the way in which agents conduct business. Agents can enhance their selling skills and broaden their knowledge of insurance and other financial services by taking courses at colleges and universities or by attending conferences and seminars sponsored by insurance organizations.

Licenses, Certifications, and Registrations

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies.

As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). The Series 6 exam is for agents who want to sell only mutual funds and variable annuities. The Series 7 exam is the main FINRA series license, which qualifies agents as general securities sales representatives.

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications also can be a source of continuing education credit. For details on specific designations, contact The Institutes and The American College of Financial Services.

Important Qualities

Analytical skills. Insurance sales agents must evaluate the characteristics of each client to determine the appropriate insurance policy.

Communication skills. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

Initiative. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions.

Self-confidence. Insurance sales agents should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

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Insurance Representative jobs

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Insurance Representative Career Paths

Insurance Representative
Office Manager Operations Manager General Manager
Account Manager
5 Yearsyrs
Account Executive Office Manager Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Branch Manager Real Estate Agent Insurance Sales Agent
Agency Manager
6 Yearsyrs
Accounts Receivable Specialist Account Manager Business Developer
Business Development Account Manager
8 Yearsyrs
Office Manager Billing Specialist
Business Office Manager
8 Yearsyrs
Patient Service Representative Service Supervisor Client Services Manager
Client Manager
6 Yearsyrs
Patient Service Representative Account Executive Territory Sales Manager
Commercial Account Manager
8 Yearsyrs
Reimbursement Specialist Claims Adjuster Personal Lines Underwriter
Commercial Lines Account Manager
8 Yearsyrs
Insurance Sales Representative Insurance Sales Agent Personal Lines Underwriter
Commercial Lines Manager
6 Yearsyrs
Medical Assistant Service Representative Customer Care Representative
Customer Account Executive
5 Yearsyrs
Medical Assistant Instructor Assistant Director
Director Of Admissions
7 Yearsyrs
Accounts Receivable Specialist Human Resources Coordinator Benefit Specialist
Employee Benefits Manager
7 Yearsyrs
General Manager Real Estate Agent Inside Sales Engineer
Lead Generator
5 Yearsyrs
Claims Representative Claims Adjuster Personal Lines Underwriter
Personal Lines Account Manager
8 Yearsyrs
General Manager Account Executive Realtor
Property Management Specialist
6 Yearsyrs
Account Executive Territory Manager Account Manager
Relationship Manager
6 Yearsyrs
Claims Representative Attorney Landman
Senior Agent
7 Yearsyrs
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Insurance Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Portuguese

  • Italian

  • Chinese

  • German

  • Carrier

  • Greek

  • Russian

  • Bulgarian

  • Ukrainian

  • Albanian

  • Cantonese

  • Tagalog

  • Polish

  • Mandarin

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Insurance Representative

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Insurance Representative Education

Insurance Representative

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Top Skills for An Insurance Representative


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Top Insurance Representative Skills

  1. Customer Service
  2. Insurance Companies
  3. Financial Needs
You can check out examples of real life uses of top skills on resumes here:
  • Responded and followed up with internal and external customer service inquiries via email and correspondence.
  • Worked and issued correspondence from the insurance companies.
  • Generated financial needs analysis based on customer information.
  • Meet auto insurance quotas through phone calls then establish customer satisfaction
  • Assisted clients in regards to their Life insurance policies.

Top Insurance Representative Employers

Insurance Representative Videos

Insurance Information : How to Become an Insurance Agent

Insurance Agents : How Much Money Does an Insurance Agent Earn?

Insurance Agent, This Is My Life