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Insurance representative vs insurance broker

The differences between insurance representatives and insurance brokers 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 $35,958 average annual salary of an insurance representative.

The top three skills for an insurance representative include customer service, patients and health insurance. The most important skills for an insurance broker are customer service, life insurance products, and lead generation.

Insurance representative vs insurance broker overview

Insurance RepresentativeInsurance Broker
Yearly salary$35,958$94,006
Hourly rate$17.29$45.20
Growth rate6%6%
Number of jobs87,84338,403
Job satisfaction--
Most common degreeBachelor's Degree, 45%Bachelor's Degree, 64%
Average age4646
Years of experience--

What does an insurance representative do?

An insurance representative serves as a client's point of contact in insurance companies. Their responsibilities include researching client opportunities, reaching out to potential clients to offer products and services, discussing terms and policies, providing detailed advice, and assisting in every procedure, ensuring convenience and client satisfaction. Aside from securing sales, an insurance representative may also process applications and claims while adhering to the company's policies and regulations. Furthermore, they may also perform clerical tasks such as handling calls and correspondence, arranging appointments, and maintaining records of all transactions.

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.

Insurance representative vs insurance broker salary

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

Insurance RepresentativeInsurance Broker
Average salary$35,958$94,006
Salary rangeBetween $29,000 And $44,000Between $62,000 And $141,000
Highest paying CityLacey, WABirmingham, AL
Highest paying stateWashingtonWashington
Best paying companySantander BankLiberty Mutual Insurance
Best paying industryFinanceInsurance

Differences between insurance representative and insurance broker education

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

Insurance RepresentativeInsurance Broker
Most common degreeBachelor's Degree, 45%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance representative vs insurance broker demographics

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

Insurance RepresentativeInsurance Broker
Average age4646
Gender ratioMale, 29.8% Female, 70.2%Male, 62.5% Female, 37.5%
Race ratioBlack or African American, 9.4% Unknown, 3.6% Hispanic or Latino, 16.1% Asian, 4.9% White, 65.9% American Indian and Alaska Native, 0.1%Black 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%
LGBT Percentage7%7%

Differences between insurance representative and insurance broker duties and responsibilities

Insurance representative example responsibilities.

  • Cold-Cal to generate leads for individual life and disability insurance and annuities.
  • Confer with AAA members to discuss options and plans for the insurance needs of family and services provide.
  • Promote AAA insurance to current, former, and potentially new customers by providing quality and accurate product knowledge.
  • Assist field agents with Medicare applications, review Medicaid state system regarding eligibility.
  • Review medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
  • Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
  • Show more

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 representative vs insurance broker skills

Common insurance representative skills
  • Customer Service, 18%
  • Patients, 16%
  • Health Insurance, 6%
  • Medicaid, 4%
  • Insurance Coverage, 4%
  • Data Entry, 4%
Common insurance broker skills
  • Customer Service, 11%
  • Life Insurance Products, 8%
  • Lead Generation, 8%
  • Financial Resources, 8%
  • Annuities, 8%
  • Insurance Carriers, 6%