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Insurance underwriter, sales vs insurance broker

The differences between insurance underwriters, sales 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 $40,226 average annual salary of an insurance underwriter, sales.

The top three skills for an insurance underwriter, sales include lead generation, financial services and customer service. The most important skills for an insurance broker are customer service, life insurance products, and lead generation.

Insurance underwriter, sales vs insurance broker overview

Insurance Underwriter, SalesInsurance Broker
Yearly salary$40,226$94,006
Hourly rate$19.34$45.20
Growth rate6%6%
Number of jobs50,69938,403
Job satisfaction--
Most common degreeBachelor's Degree, 55%Bachelor's Degree, 64%
Average age4646
Years of experience--

What does an insurance underwriter, sales do?

A sales insurance underwriter evaluates new or renewal applications in turn for insurance coverage for companies and individuals. Insurance underwriters analyze insurance proposal risks and identify policy terms. They perform calculations on premiums based on statistical, background, and actuarial information. Several insurance businesses and companies operate graduate schemes that offer to underwrite. Among the necessary skills for this job include communication, decision making, and detail orientation.

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 underwriter, sales vs insurance broker salary

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

Insurance Underwriter, SalesInsurance Broker
Average salary$40,226$94,006
Salary rangeBetween $28,000 And $56,000Between $62,000 And $141,000
Highest paying CityLos Angeles, CABirmingham, AL
Highest paying stateWisconsinWashington
Best paying companyNew York Life InsuranceLiberty Mutual Insurance
Best paying industryInsuranceInsurance

Differences between insurance underwriter, sales and insurance broker education

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

Insurance Underwriter, SalesInsurance Broker
Most common degreeBachelor's Degree, 55%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance underwriter, sales vs insurance broker demographics

Here are the differences between insurance underwriters, sales' and insurance brokers' demographics:

Insurance Underwriter, SalesInsurance Broker
Average age4646
Gender ratioMale, 61.0% Female, 39.0%Male, 62.5% Female, 37.5%
Race ratioBlack or African American, 9.3% Unknown, 3.6% Hispanic or Latino, 16.0% Asian, 4.9% White, 66.1% 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 underwriter, sales and insurance broker duties and responsibilities

Insurance underwriter, sales example responsibilities.

  • Used consultative upselling techniques to provide leads
  • Sell life and health insurance, annuities and mutual funds.
  • Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
  • License in life, health and annuities.CLU certificate in pension planning.
  • Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.

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 underwriter, sales vs insurance broker skills

Common insurance underwriter, sales skills
  • Lead Generation, 27%
  • Financial Services, 13%
  • Customer Service, 6%
  • Sales Process, 6%
  • Strong Work Ethic, 5%
  • Insurance Carriers, 4%
Common insurance broker skills
  • Customer Service, 11%
  • Life Insurance Products, 8%
  • Lead Generation, 8%
  • Financial Resources, 8%
  • Annuities, 8%
  • Insurance Carriers, 6%