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Licensed insurance agent vs insurance representative

The differences between licensed insurance agents and insurance representatives 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 $35,958 average annual salary of an insurance representative.

The top three skills for a licensed insurance agent include excellent time management, work ethic and strong customer service. The most important skills for an insurance representative are customer service, patients, and health insurance.

Licensed insurance agent vs insurance representative overview

Licensed Insurance AgentInsurance Representative
Yearly salary$54,118$35,958
Hourly rate$26.02$17.29
Growth rate6%6%
Number of jobs78,01687,843
Job satisfaction--
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 45%
Average age4646
Years of experience--

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.

What does an insurance representative do?

An insurance representative serves as a client's point of contact in insurance companies. Their responsibilities include researching client opportunities, reaching out to potential clients to offer products and services, discussing terms and policies, providing detailed advice, and assisting in every procedure, ensuring convenience and client satisfaction. Aside from securing sales, an insurance representative may also process applications and claims while adhering to the company's policies and regulations. Furthermore, they may also perform clerical tasks such as handling calls and correspondence, arranging appointments, and maintaining records of all transactions.

Licensed insurance agent vs insurance representative salary

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

Licensed Insurance AgentInsurance Representative
Average salary$54,118$35,958
Salary rangeBetween $32,000 And $88,000Between $29,000 And $44,000
Highest paying CityWashington, DCLacey, WA
Highest paying stateHawaiiWashington
Best paying companyTorchmarkSantander Bank
Best paying industryFinanceFinance

Differences between licensed insurance agent and insurance representative education

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

Licensed Insurance AgentInsurance Representative
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 45%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Licensed insurance agent vs insurance representative demographics

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

Licensed Insurance AgentInsurance Representative
Average age4646
Gender ratioMale, 39.0% Female, 61.0%Male, 29.8% Female, 70.2%
Race ratioBlack 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%Black or African American, 9.4% Unknown, 3.6% Hispanic or Latino, 16.1% Asian, 4.9% White, 65.9% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between licensed insurance agent and insurance representative duties and responsibilities

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 representative example responsibilities.

  • Cold-Cal to generate leads for individual life and disability insurance and annuities.
  • Confer with AAA members to discuss options and plans for the insurance needs of family and services provide.
  • Promote AAA insurance to current, former, and potentially new customers by providing quality and accurate product knowledge.
  • Assist field agents with Medicare applications, review Medicaid state system regarding eligibility.
  • Review medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
  • Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
  • Show more

Licensed insurance agent vs insurance representative skills

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%
Common insurance representative skills
  • Customer Service, 18%
  • Patients, 16%
  • Health Insurance, 6%
  • Medicaid, 4%
  • Insurance Coverage, 4%
  • Data Entry, 4%