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Licensed insurance agent vs insurance sales representative

The differences between licensed insurance 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 $54,118 average annual salary of a licensed insurance agent.

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 sales representative are customer service, excellent time management, and work ethic.

Licensed insurance agent vs insurance sales representative overview

Licensed Insurance AgentInsurance Sales Representative
Yearly salary$54,118$61,386
Hourly rate$26.02$29.51
Growth rate6%6%
Number of jobs78,016201,879
Job satisfaction--
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 59%
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 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.

Licensed insurance agent vs insurance sales representative salary

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

Licensed Insurance AgentInsurance Sales Representative
Average salary$54,118$61,386
Salary rangeBetween $32,000 And $88,000Between $38,000 And $97,000
Highest paying CityWashington, DCWashington, DC
Highest paying stateHawaiiNew York
Best paying companyTorchmarkFFL Partners
Best paying industryFinanceFinance

Differences between licensed insurance agent and insurance sales representative education

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

Licensed Insurance AgentInsurance Sales Representative
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Licensed insurance agent vs insurance sales representative demographics

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

Licensed Insurance AgentInsurance Sales Representative
Average age4646
Gender ratioMale, 39.0% Female, 61.0%Male, 53.9% Female, 46.1%
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, 16.2% Asian, 4.9% White, 65.8% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between licensed insurance agent and insurance sales 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 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

Licensed insurance agent vs insurance sales 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 sales representative skills
  • Customer Service, 17%
  • Excellent Time Management, 16%
  • Work Ethic, 12%
  • Strong Customer Service, 11%
  • Strong Work Ethic, 11%
  • Lead Generation, 4%