Get a Demo for Your Team!
We will get back to you as soon as possible.
Please try again later.
Top 100 Most In Demand Jobs
Job Title: Insurance Agent
Sector & Industry: Insurance, Financial Services
Context and relevance: Insurance Agents typically operate within the Financial Services sector. They are integral to the Insurance industry, which encompasses various types of coverage including health, life, property, and casualty insurance.
Salary Range: US Salary Range:
According to the US Bureau of Labor Statistics, the median pay for an Insurance Sales Agent as of May 2020 was approximately $52,180 per year. The salary range for this position can typically vary from $28,000 to over $125,000 annually, depending on experience, location, and performance.
Keywords:
Insurance, Sales, Policy, Claims, Coverage, Financial Services, Client Relations, Risk Management, Licensure, Renewals.
Responsibilities:
- Evaluate the insurance needs of clients and suggest appropriate coverage options.
- Explain the features, advantages, and disadvantages of various policies to promote sales.
- Customize insurance programs to suit individual customer needs.
- Maintain records of accounts and policies.
- Process applications and ensure the documentation is in order.
- Assist policyholders with insurance claims and policy renewals.
- Develop and maintain business relationships with clients.
- Frequently update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.
Skills & Qualifications:
- State licensure for selling insurance is mandatory.
- Proven sales experience is often required.
- Strong knowledge of insurance policies and industry regulations.
- Good understanding of financial planning and strategy.
- Proficiency in CRM software and Microsoft Office.
- Excellent communication, negotiation, and interpersonal skills.
Primary Jobs to be done
Key Skills & Qualifications
Ideal Personality Traits
Typical Work Context
Personal Traits:
- High ethical standards and integrity.
- Personable demeanor with strong customer service orientation.
- Determination and tenacity.
- Self-motivated with an ability to work independently.
- Good analytical and problem-solving skills.
Work Focus:
The focus of an Insurance Agent encompasses:
- People: Building and maintaining client relationships.
- Product: Knowledge of insurance products and services.
- Process: Adherence to sales processes and regulatory requirements.
RESUME PLUS TRAITS TO LOOK FOR WHEN HIRING
RESUME PLUS
Core Competency
Core Competency & Score:
Client Focus & Service – 80%. Highly developed client service skills are essential for building and maintaining relationships with clients to ensure they receive tailored insurance solutions.
Work Context
Primary 3P & Score:
People – 60%. The Insurance Agent role is heavily oriented towards interactions with clients, understanding their needs, and providing suitable solutions.
Ideal Personality Attribute
Essential Big 5 Trait & Score:
Conscientiousness – 75%. Conscientious individuals are likely to be systematic, well-organized, and responsible, which is vital for handling the detailed nature of insurance work and ethical considerations in providing financial advice.
Add your title here
This is the text area for this paragraph. To change it, simply click and start typing.
Testimonials
OUR USERS LOVE US
"Work Start transformed our team's dynamic! With their comprehensive assessments, we uncovered hidden strengths and gaps, leading to actionable insights. Our collaboration has improved dramatically, boosting productivity and employee satisfaction. I highly recommend Work Start for any organization aiming to elevate team performance!"
HR
"As a team leader at a medium-sized tech firm, I can confidently say that Work Start transformed our approach to performance. Their comprehensive assessments unveiled hidden strengths within our team, fostering collaboration and significantly boosting productivity. The actionable insights provided helped us build a cohesive unit, and employee satisfaction has never been higher!"
Team Lead
"Since partnering with Work Start, our team's dynamics have transformed. The comprehensive assessments unveiled strengths we didn’t realize we had, boosting morale and collaboration. The actionable insights have not only reduced turnover but also elevated our productivity to new heights. Truly a game-changer for our organization!"
VP of PEOPLE OPS
Get a Demo for Your Team!
We will get back to you as soon as possible.
Please try again later.
Get More Details
Work Start primarily serves HR professionals, team managers, company founders, and organizations looking to improve team performance, make smarter hiring decisions, and boost employee retention. Get more details for your team by sending us a message.