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Insurance sales agent vs insurance sales representative

The differences between insurance sales agents and insurance sales representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, an insurance sales representative has an average salary of $61,386, which is higher than the $49,587 average annual salary of an insurance sales agent.

The top three skills for an insurance sales agent include customer service, casualty insurance and work ethic. The most important skills for an insurance sales representative are customer service, excellent time management, and work ethic.

Insurance sales agent vs insurance sales representative overview

Insurance Sales AgentInsurance Sales Representative
Yearly salary$49,587$61,386
Hourly rate$23.84$29.51
Growth rate6%6%
Number of jobs73,485201,879
Job satisfaction--
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 59%
Average age4646
Years of experience--

What does an insurance sales agent do?

An insurance sales agent is an individual who helps an insurance company generate new business by contacting customers and selling one or more types of insurance. Insurance sales agents conduct interviews of prospective clients to get data about their financial resources and explain the features of the various insurance policies. They analyze the clients' existing insurance policies and customize insurance programs to suit their needs. Insurance sales agents also do other administrative tasks, such as keeping records and handling policy renewals.

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 sales agent vs insurance sales representative salary

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

Insurance Sales AgentInsurance Sales Representative
Average salary$49,587$61,386
Salary rangeBetween $30,000 And $80,000Between $38,000 And $97,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateHawaiiNew York
Best paying companyTorchmarkFFL Partners
Best paying industryFinanceFinance

Differences between insurance sales agent and insurance sales representative education

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

Insurance Sales AgentInsurance Sales Representative
Most common degreeBachelor's Degree, 51%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance sales agent vs insurance sales representative demographics

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

Insurance Sales AgentInsurance Sales Representative
Average age4646
Gender ratioMale, 51.5% Female, 48.5%Male, 53.9% Female, 46.1%
Race ratioBlack or African American, 9.4% Unknown, 3.6% Hispanic or Latino, 16.1% Asian, 4.9% White, 65.8% 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 sales agent and insurance sales representative duties and responsibilities

Insurance sales agent example responsibilities.

  • Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
  • Used consultative upselling techniques to provide leads
  • Calculate rates and premiums for fire, casualty insurance, automobile, homeowners, and other specialize insurance policies.
  • License property and casualty insurance agent and office manager.
  • Market property and casualty insurance to potential clients while assisting policyholders with coverage and claims.
  • Follow strict HIPPA regulations while dealing with delicate information.
  • Show more

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 sales agent vs insurance sales representative skills

Common insurance sales agent skills
  • Customer Service, 16%
  • Casualty Insurance, 14%
  • Work Ethic, 11%
  • Insurance Coverage, 8%
  • AAA, 8%
  • Develop Leads, 5%
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%