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Insurance underwriter, sales vs licensed insurance agent

The differences between insurance underwriters, sales and licensed insurance agents can be seen in a few details. Each job has different responsibilities and duties. Additionally, a licensed insurance agent has an average salary of $54,118, 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 a licensed insurance agent are excellent time management, work ethic, and strong customer service.

Insurance underwriter, sales vs licensed insurance agent overview

Insurance Underwriter, SalesLicensed Insurance Agent
Yearly salary$40,226$54,118
Hourly rate$19.34$26.02
Growth rate6%6%
Number of jobs50,69978,016
Job satisfaction--
Most common degreeBachelor's Degree, 55%Bachelor's Degree, 50%
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 a licensed insurance agent do?

A licensed insurance agent is primarily responsible for finding and utilizing opportunities to secure insurance sales. Moreover, a licensed insurance agent must reach out to potential clients, discuss and negotiate terms, respond to inquiries, and perform various assessments to determine their ability to uphold financial obligations. Besides building a client base, they also need to handle current policies, process renewals, monitor claims, maintain an accurate record of transactions, prepare progress reports and strategies, and distribute policy proceeds according to the company rules and regulations.

Insurance underwriter, sales vs licensed insurance agent salary

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

Insurance Underwriter, SalesLicensed Insurance Agent
Average salary$40,226$54,118
Salary rangeBetween $28,000 And $56,000Between $32,000 And $88,000
Highest paying CityLos Angeles, CAWashington, DC
Highest paying stateWisconsinHawaii
Best paying companyNew York Life InsuranceTorchmark
Best paying industryInsuranceFinance

Differences between insurance underwriter, sales and licensed insurance agent education

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

Insurance Underwriter, SalesLicensed Insurance Agent
Most common degreeBachelor's Degree, 55%Bachelor's Degree, 50%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance underwriter, sales vs licensed insurance agent demographics

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

Insurance Underwriter, SalesLicensed Insurance Agent
Average age4646
Gender ratioMale, 61.0% Female, 39.0%Male, 39.0% Female, 61.0%
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, 9.2% Unknown, 3.6% Hispanic or Latino, 15.7% Asian, 4.9% White, 66.5% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between insurance underwriter, sales and licensed insurance agent 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.

Licensed insurance agent example responsibilities.

  • Explain and advice the customers about the insurance needs, handle objections and sale the Allstate company advantage.
  • Work with people in retirement helping manage their health and life insurance, also help structure their 401k's into annuities.
  • Used consultative upselling techniques to provide leads
  • Quote and sell home, mobile home, renters, auto, and motorcycle policies.
  • Process application on auto, homes, workers comp, trailer, motorcycle, commercial policies.
  • Provide financial services through life insurance, disability insurance and annuities.
  • Show more

Insurance underwriter, sales vs licensed insurance agent 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 licensed insurance agent skills
  • Excellent Time Management, 17%
  • Work Ethic, 17%
  • Strong Customer Service, 13%
  • Customer Service, 13%
  • Insurance Sales, 11%
  • Financial Resources, 5%