Free insurance sales agent job description template
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Insurance Sales Agent job description template · Fill in the [brackets]
Insurance Sales Agent
About the job
[Business name] is hiring an Insurance Sales Agent who sells and services insurance policies, explains coverage and helps clients with renewals and claims. [One or two sentences about your business and why someone would want to work there.]
What you’ll do
- Contact potential clients to expand their customer base
- Interview prospective clients about their financial situation and existing coverage
- Explain the features of various insurance policies
- Analyze clients' current policies and suggest additions or changes
- Customize insurance programs to suit individual clients
- Handle policy sales and renewals
- Assist clients with the insurance claims process
- Maintain client records
What you need
- High school diploma or equivalent
- State insurance license for the lines you sell [life and health, property and casualty]
- Strong communication and follow-up
- Sales or customer service experience
Nice to have
- Professional certifications
- Existing book of business or local network
How to apply
[Apply link, email or phone], by [date].
[Business name] is an equal opportunity employer.
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Example: the template filled in for a small business
Hypothetical example for Prairie Mutual Agency, a two-office independent agency.
Prairie Mutual Agency is hiring an Insurance Agent for personal and small business lines (Monday to Friday). You'll quote, explain coverage and handle renewals. A current state property and casualty license is required.
Notice what makes it work: real hours, the actual tools, who they report to, and one honest reason to want the job. That’s the difference between a blank template and a job description that gets the right applicants.
What an insurance sales agent does
An insurance sales agent sells and services insurance policies, explains coverage and helps clients with renewals and claims. Typical duties include:
- Contact potential clients to expand their customer base
- Interview prospective clients about their financial situation and existing coverage
- Explain the features of various insurance policies
- Analyze clients' current policies and suggest additions or changes
- Customize insurance programs to suit individual clients
- Handle policy sales and renewals
Duties adapted from the U.S. Bureau of Labor Statistics, Occupational Outlook Handbook.
Requirements, training and licenses
The Bureau of Labor Statistics says insurance sales agents must have a license in the states where they work, with separate licenses for life and health versus property and casualty. Certifications are optional.
Training: Moderate-term on-the-job training.
Source: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook: Insurance Sales Agents.
How much does an insurance sales agent make?
Source: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook. A median means half earned more and half earned less. Pay in your area may be higher or lower; check postings for similar jobs near you. A growing number of states and cities require a pay range in job postings, so check your local rules before you post.
Before you set the rate, run the free hiring cost calculator. It adds payroll taxes and other costs and shows how much work the hire needs to bring in to pay for itself.
Free template or written for you?
| Free template | Job Description $30 | Hiring Kit $299 | |
|---|---|---|---|
| Written for | Any business | Your business | Your business |
| Duties and schedule | Typical, with blanks | Yours, filled in | Yours, filled in |
| Pay | National figure | Set for your local market | Set for your local market |
| State rules | “Check your state” | Checked for your state | Checked for your state |
| Ready to post | No, you edit it | Yes | Yes, plus the job posting |
| Performance review form | — | Included free | Included |
| Interview guide and 30-60-90 day plan | — | — | Included |
| Use the template | Have us write it | Get the Hiring Kit |
Free template
- Typical duties with blanks to fill in
- National pay figure
- You edit it before posting
Job Description · $30
- Written for your business: your duties, schedule and pay
- Checked for your state’s rules
- Ready to post
- Free matching performance review form
Hiring Kit · $299
- Everything in the $30 job description
- The job posting
- Interview guide
- 30-60-90 day plan for the new hire
Fixed prices. See what’s included in Job Description Writing and the Hiring Kit.
Common questions
Which license does my agent need?
It depends on the lines you sell. The Bureau of Labor Statistics notes separate licenses for life and health and for property and casualty. Confirm with your state insurance department.
Can I use this template for free?
Yes. Copy it, edit it and post it. It's a starting point written for any business, so fill in the brackets and adjust the duties to your actual job. If you'd rather have it written for your business, ready to post, our Job Description service is $30.
Is this legal advice?
No. This page is general information. Requirements for some roles, especially in healthcare, vary by state. Check your state's rules, and talk to an employment attorney if you're unsure.
Published by Groundwork Business Advisory. Updated October 2026. General information, not legal advice. Pay data: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, May 2025 wage estimates.