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Become An Insurance Service Representative

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Working As An Insurance Service 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 Service Representative Do At AAA Motor Club

* Provide clerical and member service support to the field sales team.
* Diverse duties include verifying new business applications, processing insurance and membership payments, updating electronic member information, maintaining filing systems and typing.
* High school diploma or equivalent required.
* Experience working in a sales environment preferred.
* Must be proficient in using Microsoft Office software products.
* A successful candidate will have excellent communication and interpersonal skills, superior organizational skills and a commitment to maintaining superior customer relationships.
* Training:
* Our comprehensive and employee centric training facility located in Costa Mesa provides training programs to help employees acquire various skills necessary to do their jobs and to support career development.
* Benefits:
* Health Coverage for Medical, Dental, Vision
* Paid time off including Vacation, Illness and Holidays
* Life Insurance
* Disability Coverage
* Pension
* k Savings Plan
* Employee Discounts
* Career opportunities across multiple business lines and states
* Creating members for life by exceeding our members' expectations through valuable products and legendary service.”_
* AAA is an Equal Opportunity Employer

What Does An Insurance Service Representative Do At AAA Northern California, Nevada & Utah

* Evaluate and process service requests for quotes, changes to policies, and payments while adhering to agency guidelines and policies.
* Take ownership of client concerns regarding membership sales, transfer, and escalated calls.
* Follow-up with customers on service calls to ensure customer satisfaction.
* Research and resolve customer issues.
* Clearly communicate resolution to customer.
* Sell additional lines and recommend coverage enhancements to existing walk-in and phone call clients.
* Outbound prospecting of CBL leads, mono-line, unsold quotes and new embers along with other available lead resources.
* Prospect within community by participating in marketing sponsored events, networking events, title & mortgage companies and real estate office.
* Sell memberships and contribute to achieving established store membership goals.
* Responsible for customer retention by reviewing policies, recommending upgrades and additional coverage, and cross selling other products and policies.
* Responsible for achieving retention goals as established by management.
* Maintain thorough working knowledge of internal and external systems needed to provide insurance customer service.
* Maintain working knowledge of products offered by the agency including supplemental policies.
* Basic knowledge of personal lines and commercial companies for referral
* to agents

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How To Become An Insurance Service 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 Service Representative jobs

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Insurance Service Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Carrier

  • Chinese

  • Vietnamese

  • German

  • Georgian

  • Urdu

  • Hindi

  • Cantonese

  • Dakota

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Insurance Service Representative

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Insurance Service Representative Education

Insurance Service Representative

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Top Skills for An Insurance Service Representative


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Top Insurance Service Representative Skills

  1. Policy Coverage
  2. Customer Service
  3. Auto Insurance
You can check out examples of real life uses of top skills on resumes here:
  • Advised customers on insurance and benefits prior to and during policy coverage.
  • Provide inbound and outbound customer service according to established guidelines.
  • Process & resolve all member & auto insurance inquiries, issues, & transactions including:.
  • Assist designated Agent in reviewing new insurance policies to prevent underwriting errors to maintain accuracy bonus.
  • Perform various loan level functions to coincided with flood polices with agents and insurance companies.

Top Insurance Service Representative Employers