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Insurance representative job description

Updated March 14, 2024
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Example insurance representative requirements on a job description

Insurance representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance representative job postings.
Sample insurance representative requirements
  • Valid insurance license
  • Strong knowledge of insurance policies and regulations
  • Excellent communication skills
  • Ability to analyze data and provide solutions
  • Attention to detail and accuracy
Sample required insurance representative soft skills
  • Customer service skills
  • Ability to work independently and as part of a team
  • Flexibility and adaptability
  • Problem-solving skills
  • Positive attitude and willingness to learn

Insurance representative job description example 1

Teleperformance USA insurance representative job description

Why You'll Choose Us


Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique.


Benefits of working with TP include:


Paid Training Competitive Wages Full Benefits (Medical, Dental, Vision, 401k and more) Paid Time Off Employee wellness and engagement programs


Your Impact


Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.

yourself, you will discover your potential can take you anywhere you want to go. Responsibilities:
Your Responsibilities


Customer Service Representatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns.

Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns Calmly attempt to resolve and de-escalate any issues Escalate interactions when necessary and appropriate Respond to requests for assistance and/or possible processing payments Track all call related information for auditing and reporting purposes Provide feedback on call issues
Qualifications:
What We're Looking for


High School Diploma or equivalent Active Personal Lines License 18 years of age or older Be proficient in PC operation and navigation Able to work independently Have excellent communications skills, both oral and written Ability to work in a constantly changing and fast paced environment Ability to stay composed and objective Strong listening skills



Being One of Our People


It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.

Teleperformance is an Equal Opportunity Employer
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Insurance representative job description example 2

Mutual of Omaha insurance representative job description

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

What you're good at

  • Being a leader . You are driven to be the best and foster the same motivation in your teammates.
  • Networking . You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
  • Entrepreneurial skills . You possess business savvy and have the solid determination to run your own business.
  • Being a self-starter . Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.
  • Advocating for clients . To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.

What you can expect from us

  • Consistent support . Whether it's through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.
  • A complete line of insurance and financial services products . These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.
  • Strong company ratings . Insurance-rating and information agencies A.M. Best, Standard & Poor's and Moody's all agree we are one of the best.
  • Solid consumer brand awareness . Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.
  • A group of driven, hardworking individuals . Mutual of Omaha's commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we're proud.

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you're a go-getter with an entrepreneurial mindset and have a passion for helping others, we'd love to get to know you.

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.

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Insurance representative job description example 3

The Hampton Group insurance representative job description

For Military Veterans looking to start a new career, becoming an agency producer (AP) or customer service representative (CSR) is one of the most exciting decisions they can make and is a chance to serve their community again. In 2022, we are offering the who request and receive an appointment for one of their new agency staff members. Award for Eligible and Qualified Agent After 6 months of newly appointed staff member tenure $1,200

After 12 months of newly appointed staff member tenure $1,200

After 18 months of newly appointed staff member tenure $1,200 (Maximum Award Bonus of $3,600)

Apply before December 2022


The appointed AP must have been honorably discharged from the military or be active in the National Guard or Reserve.

Show DD214 at appointment



Benefits

Possible benefits:

Health Insurance

Added commissions to Base Salary

Bonus Opportunities

Promotions

Work from home flexibility

Weekends Off

Holidays Off

Company vacation with qualifiers

Sign On / Hiring Bonus

CE Reimbursement licenses

Hands On Training



Responsibilities

  • Meet new business production goals and objectives as established..
  • Develop insurance quotes, makes sales presentations, and closes sales.
  • Educate clients on the insurance policies that best suit their needs
  • Meet new business goals and objectives as established.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Grow sales revenue by utilizing phone, email and potential client lists.
  • Prospects for new business by following sales leads generated from referrals, networking, marketing and lead databases.
  • Assess and identify the wants and needs of your customer(s) over the phone
  • Educate clients on the insurance policies that best suit their needs


Requirements

  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Property & Casualty insurance license is required.
  • Life & Health Insurance license required.
  • Strong work ethic and leadership skills.
  • Driven and goal-oriented individual.
  • Strong communication and negotiation skills.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.