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If you’ve Googled ‘Insurance Agent job description,’ you’ve probably come across dozens of articles that promise to help you write the perfect job post. But here’s the catch: most of them simply provide a template that doesn’t actually help you attract the right candidates.
Why is that? Because these generic posts don’t capture what truly matters to top talent—they’re filled with buzzwords, bullet points, and a “one-size-fits-all” approach. They don’t tell your candidates why they should care about your company, why the role matters, or what makes working with you a unique experience.
So here’s the truth: Writing a great job post isn’t just about listing out skills and qualifications—it’s about connecting with the right candidates on a deeper level.
In this guide, we’ll show you exactly how to write an insurance agent job description that not only informs but inspires the kind of candidates you want to attract.
Before we dive in, I recommend you take a look at our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ . You’ll see why generic job descriptions don’t get you anywhere—and why a more intentional, thoughtful approach can change the way you hire.
Don’t let bad hires slow you down. WorkScreen helps you find the right people—fast, easy, and stress-free.
What An Insurance Agent Actually Does - Their Roles
An insurance agent helps clients protect what matters most by offering them the right coverage—whether it’s for their home, their car, or their business.
At its core, this role is about building relationships, understanding client needs, and offering solutions that provide real peace of mind. But it’s more than just a sales position.
An insurance agent is often the first line of defense when life throws a curveball. Whether it’s helping a client recover after a car accident or guiding them through complex policy details, the insurance agent is there to provide clarity, empathy, and guidance.
This means that the skills required to succeed in this role go beyond just being detail-oriented or having great product knowledge. Reliability, communication, emotional intelligence, and a genuine passion for helping others are just as important.
In this role, you will be trusted with critical responsibilities: explaining coverage options, tailoring solutions for clients, and ensuring that the policies are aligned with their needs and budgets. You’ll also need to manage customer relationships, handle renewals, and stay up-to-date on industry trends and regulations.
Two Great Insurance Agent Job Description Templates
Version 1: Job Description For Experienced Insurance Agent
Job Title: Experienced Insurance Agent
Location: Denver, CO
Job Type: Full-Time
Salary: $60,000 – $75,000 annually (Based on Experience)
Benefits: Health, Dental, Vision Insurance, Paid Time Off, 401(k), Bonus Opportunities
[Video from the Hiring Manager]
Before we dive into the details, hear from our hiring manager about why Rocky Mountain Insurance is a great place to work. [Link to Loom Video]
About Us
At Rocky Mountain Insurance, we’ve been a trusted name in the insurance industry for over 30 years. Located in the heart of Denver, we specialize in providing personalized insurance solutions for families, businesses, and individuals. We pride ourselves on our customer-centric approach, integrity, and commitment to making our clients feel secure in their choices. As we expand our team, we are looking for an experienced Insurance Agent to help us continue our tradition of excellence.
What You’ll Be Doing
- Provide expert advice and guidance on insurance policies, including home, auto, life, and business coverage.
- Build and maintain long-lasting relationships with clients through regular check-ins and updates.
- Conduct needs assessments to tailor coverage options that meet clients’ specific goals.
- Handle renewals and claims, ensuring a seamless process for clients.
- Stay updated on industry trends, policy changes, and new products.
- Meet sales targets and contribute to the overall success of the team.
What We’re Looking For
- 3+ years of experience as an insurance agent or in a similar role.
- Strong knowledge of insurance products and industry regulations.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team to meet goals.
- Proactive, reliable, and client-focused with a passion for helping others.
- Insurance license (required).
Perks and Benefits
- Health, dental, and vision insurance.
- Paid time off (PTO) and 401(k) with company match.
- Bonus opportunities based on performance.
- Paid training and professional development.
- Flexible working hours and a supportive, collaborative team environment.
Why This Role Is a Great Fit
At Rocky Mountain Insurance, we value every team member and their contribution to our success. This role isn’t just a job—it’s an opportunity to make a meaningful impact on our clients’ lives while advancing your career in the insurance industry. You’ll be joining a well-established company with a reputation for integrity and service excellence.
How to Apply
Ready to make a difference with us? To apply, click [here] to complete your application through WorkScreen.io. We respect your time and will keep you updated throughout the process.
Version 2: Job Description For Entry-Level / Willing-to-Train Insurance Agent
Job Title: Insurance Agent – Entry-Level / Willing to Train
Location: Denver, CO
Job Type: Full-Time
Salary: $45,000 – $50,000 annually (Based on Experience)
Benefits: Health, Dental, Vision Insurance, Paid Time Off, 401(k)
[Video from the Hiring Manager]
Want to learn more about why Rocky Mountain Insurance is an amazing place to start your career? Hear from our hiring manager! [Link to Loom Video]
About Us
At Rocky Mountain Insurance, we’re passionate about providing clients with the best coverage to protect what matters most. Since 1990, we’ve been a family-owned and operated business in Denver, CO, helping individuals and businesses safeguard their futures with tailored insurance policies. We’re now looking for an entry-level Insurance Agent who is eager to learn, grow, and make a real difference in the lives of our clients.
What You’ll Be Doing
- Assist clients in understanding their insurance options and provide recommendations based on their needs.
- Support the insurance team with processing claims, renewals, and applications.
- Build relationships with new clients and maintain a strong portfolio of existing clients.
- Learn and grow in the field by participating in ongoing training programs.
- Meet sales goals and work toward building a sustainable, successful client base.
What We’re Looking For
- A strong desire to learn and grow within the insurance industry.
- Excellent communication and interpersonal skills.
- A proactive, positive attitude and willingness to take initiative.
- Ability to work in a team and independently.
- No prior insurance experience necessary—training will be provided.
- Must be willing to obtain an insurance license within a specific timeframe.
Perks and Benefits
- Health, dental, and vision insurance.
- Paid time off (PTO) and 401(k).
- Comprehensive training program.
- Opportunities for growth and advancement.
- Supportive team environment with room to learn and grow.
Why This Role Is a Great Fit
If you’re looking for a career with purpose, Rocky Mountain Insurance offers the opportunity to grow with us. As an entry-level Insurance Agent, you’ll have a clear career path, ongoing training, and the support of a team that’s invested in your success. This is your chance to jumpstart a fulfilling career in the insurance industry.
How to Apply
Click [here] to apply via WorkScreen.io. You’ll go through an easy evaluation process that will help us match you with the best role.
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
Breakdown of Why These Insurance Agent Job Posts Work
1. Clear, Specific Titles
- What Works: Both job descriptions use clear and descriptive titles. In the experienced version, the title includes the level of expertise expected (“Experienced Insurance Agent”), and in the entry-level version, the title reflects the opportunity for growth and training (“Insurance Agent – Entry-Level / Willing to Train”). This specificity ensures that candidates understand exactly what’s expected and who the role is for, immediately attracting the right talent.
2. Warm Intros with Context
- What Works: The introductions for both versions go beyond just job duties. Instead of launching directly into responsibilities, they share the company’s mission, values, and why the role matters to the company’s success. This adds emotional weight to the post and sets the stage for what candidates can expect in the company culture. In the experienced version, the emphasis on building relationships and offering tailored insurance solutions makes the role feel purposeful. For the entry-level version, the focus on personal growth and learning creates a sense of excitement and opportunity.
3. Transparent Salary & Perks
- What Works: Transparency is key. Both versions include salary ranges, which help set expectations and attract more serious candidates. Including health, dental, vision insurance, paid time off, and other benefits adds credibility and shows potential candidates what’s in it for them beyond the paycheck. Perks and Benefits are clearly separated in both versions to ensure candidates understand what’s available to them in addition to the base compensation.
4. Respectful Application Process
- What Works: Both job posts demonstrate a respect for candidates’ time. The experienced version mentions the easy application process through WorkScreen.io and assures candidates they will be kept updated throughout the hiring process. The entry-level version also highlights a transparent application process, ensuring that candidates understand what to expect, including a fair evaluation process that doesn’t rely just on resumes. This helps set the stage for a positive candidate experience, making applicants more likely to engage.
5. Human Tone That Connects
- What Works: Both job posts maintain a conversational, human tone throughout. There’s no jargon or corporate speak—just clear, straightforward language that speaks directly to the reader. The experienced version speaks to someone who’s already knowledgeable but still looking for a meaningful opportunity, while the entry-level version uses warm, welcoming language that encourages candidates to apply, even if they don’t have prior experience. This human connection is key to attracting candidates who are genuinely interested in joining your team.
Example of a Bad Insurance Agent Job Description (And Why It Fails)
Bad Job Post Example:
Job Title: Insurance Agent
Location: Denver, CO
Job Type: Full-Time
Salary: Competitive Salary
Benefits: Standard Benefits Package
Job Summary
We are seeking an Insurance Agent to sell insurance products and manage client relationships. The ideal candidate will handle claims, sales, and general customer service tasks.
Key Responsibilities:
- Sell insurance products.
- Process claims.
- Assist clients with insurance needs.
Requirements:
- High school diploma or equivalent.
- 2+ years of experience in sales or customer service.
- Must be willing to learn about insurance products.
How to Apply:
To apply, please send your resume to hr@company.com.
Why This Job Post Falls Short:
- Generic Job Title
- What’s Wrong: “Insurance Agent” is an extremely broad title. It tells you what the role is, but not who it’s for or why it matters. There’s no specificity about the kind of insurance agent the company is seeking or how they fit into the company’s goals.
- What’s Wrong: “Insurance Agent” is an extremely broad title. It tells you what the role is, but not who it’s for or why it matters. There’s no specificity about the kind of insurance agent the company is seeking or how they fit into the company’s goals.
- No Mention of Company Culture or Mission
- What’s Wrong: The job post fails to introduce the company or its values. There’s no “why” behind the role, making it hard for candidates to understand what working at the company will feel like. A job post that skips this step feels impersonal and disconnected.
- What’s Wrong: The job post fails to introduce the company or its values. There’s no “why” behind the role, making it hard for candidates to understand what working at the company will feel like. A job post that skips this step feels impersonal and disconnected.
- No Salary or Benefits Information
- What’s Wrong: While the post mentions “competitive salary,” it’s vague. There’s no transparency about the pay range, leaving potential applicants guessing. The lack of details on benefits further weakens the post, as candidates need to know what they’ll receive beyond just salary.
- What’s Wrong: While the post mentions “competitive salary,” it’s vague. There’s no transparency about the pay range, leaving potential applicants guessing. The lack of details on benefits further weakens the post, as candidates need to know what they’ll receive beyond just salary.
- Cold, Robotic Tone
- What’s Wrong: The language in this job post is flat and generic. It doesn’t provide any excitement or insight into what makes this role special. Candidates want to feel engaged and valued before they even apply, and this job post doesn’t provide that.
- What’s Wrong: The language in this job post is flat and generic. It doesn’t provide any excitement or insight into what makes this role special. Candidates want to feel engaged and valued before they even apply, and this job post doesn’t provide that.
- Vague Responsibilities
- What’s Wrong: The job responsibilities listed here are too broad and lack context. Phrases like “sell insurance products” and “assist clients” don’t paint a picture of the day-to-day tasks. There’s no mention of the impact the candidate will have or how the role fits into the bigger picture.
- What’s Wrong: The job responsibilities listed here are too broad and lack context. Phrases like “sell insurance products” and “assist clients” don’t paint a picture of the day-to-day tasks. There’s no mention of the impact the candidate will have or how the role fits into the bigger picture.
- Cold Hiring Process
- What’s Wrong: The post simply asks candidates to email a resume with no further details on the process. It lacks transparency and fails to reassure applicants about what comes next. This impersonal approach can deter great candidates who want clarity and respect in the hiring process.
- What’s Wrong: The post simply asks candidates to email a resume with no further details on the process. It lacks transparency and fails to reassure applicants about what comes next. This impersonal approach can deter great candidates who want clarity and respect in the hiring process.
- Zero Personality in the CTA
- What’s Wrong: The call to action (“send your resume to hr@company.com”) feels transactional and cold. There’s no effort to make candidates feel excited about applying or show them why they should want to work for the company.
- What’s Wrong: The call to action (“send your resume to hr@company.com”) feels transactional and cold. There’s no effort to make candidates feel excited about applying or show them why they should want to work for the company.
Bonus Tips to Make Your Job Post Stand Out
Tip 1: Add an IMPORTANT NOTICE to Build Trust
Including a security and privacy notice can reassure candidates that their application is being handled with care and respect. For example, you could say:
“We take the security and privacy of all job applicants very seriously. We will never ask for payment, bank details, or personal financial information during any part of the hiring process.”
This simple statement can go a long way in building trust with potential candidates.
Tip 2: Mention Leave Days or Flex Time
Today’s job seekers want work-life balance. Offering flexibility can make your job post more appealing. For example, you could include something like:
“Enjoy up to 24 flexible leave days per year, so you can recharge and come back stronger.”
This helps candidates see that you care about their well-being and recognize the importance of taking time off.
Tip 3: Highlight Training & Growth Opportunities
Top talent is always looking for opportunities to grow. Including professional development benefits makes your post even more attractive. For instance:
“We invest in your growth. You’ll get access to training, mentorship programs, and continuous professional development opportunities to help you expand your skills and advance your career.”
By emphasizing growth, you show that you’re not just offering a job but a career path.
Tip 4: Add a Loom Video for Trust and Connection
Including a video from the hiring manager or a team member can add a personal touch to your job post. It gives candidates a real sense of who they’ll be working with and what the company culture is like. This is a great way to stand out and make a lasting impression.
“Here’s a quick video from our hiring manager, [Hiring Manager’s Name], sharing why this role is a great opportunity and what it’s like to work with us. [Link to Loom Video]”
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
Why These Tips Matter
These bonus tips help you go above and beyond, providing extra value to potential applicants. They give your job post more depth, making it feel more welcoming, transparent, and human. By showcasing that your company cares about candidates’ privacy, work-life balance, and growth, you’re setting the stage for attracting high-quality, motivated candidates who are genuinely interested in joining your team.
Should You Use AI to Write Job Descriptions?
Why Using AI Alone Leads to Boring, Ineffective Job Posts
As AI tools become more popular for creating job descriptions, it’s tempting to use them as a shortcut for writing job posts quickly. While AI can save time, it often leads to generic, uninspired posts that fail to connect with top talent.
Here’s why you should avoid using AI to generate job posts without putting in some effort yourself:
- Generic Content: AI can generate job posts that follow a template, but they often lack personality and don’t reflect your company’s unique culture or mission. This makes your job post blend in with thousands of others, leaving top candidates scrolling past your listing without a second thought.
- Missed Opportunity for Connection: A great job post isn’t just a list of qualifications and duties. It’s a chance to connect with potential candidates, show them what makes your company special, and share why the role is important. AI doesn’t know your company’s story, values, or what makes the role exciting—it can only follow instructions.
- Fails to Reflect Company Voice: Even the most advanced AI tools can’t replicate your company’s tone and personality. Whether your company is fun and creative or serious and professional, it’s important that your job post reflects your unique voice. AI-generated posts may come across as cold, robotic, or impersonal.
How to Use AI the Right Way
AI can be a useful tool—if you use it correctly. It’s not meant to replace your input; rather, it should be used to polish and enhance your job post. Here’s how to make sure AI helps, not hurts, your hiring process:
- Provide Context and Details:
When using AI to generate a job post, be specific about your company, its values, and the tone you want to convey. For example, give the AI context like:
“We’re a family-owned business focused on integrity and trust. We want a warm, approachable tone that speaks to candidates who value customer relationships and personal growth.” - Use AI for Structure, Not Content:
You can use AI to help structure your job post, suggest keywords, or organize your thoughts. However, the main content—the why behind the job, the company’s culture, and the emotional connection—should come from you. AI can’t generate those insights, but it can help you articulate them better. - Refine, Don’t Rely:
After the AI generates the post, review it carefully. Add your unique touch, adjust the tone, and make sure it aligns with your company’s culture. Use AI to clean up the wording or suggest better phrasing, but don’t rely on it to do the heavy lifting.
Example Prompt for AI
Here’s a good example of how to prompt AI to create a job post that works for your company:
“Help me write a job post for our company, [Insert Company Name]. We’re hiring an [Insert Job Title] to help with [Insert Key Responsibilities]. Our culture is [Describe your Company Culture], and we want to attract candidates who are [Describe Ideal Traits you are looking for]. We offer the following benefits (Insert benefits) and here is our salary range (Insert salary range). We also offer growth opportunities (Expound on this) and here is our hiring process (Explain clearly). Here are a few notes I’ve written to get you started: [paste your notes] “
This prompt ensures that AI gets the key details right, so the generated post is more aligned with your company’s goals and needs.
Why This Matters
By using AI properly, you can create job descriptions that maintain your company’s unique voice while saving time on tasks like structure and formatting. Just remember—AI should assist, not replace, the personalization and strategic thinking that make your job post stand out.
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Copy-Paste Job Description Templates for Quick Use
✅ Option 1: Conversational Job Description Template (Culture-First Style)
Job Title: Insurance Agent
Location: [City, State]
Job Type: Full-Time
Salary: [$55,000 – $70,000 annually]
Benefits: Health, Dental, Vision Insurance, Paid Time Off, 401(k), Bonus Opportunities
[Video from the Hiring Manager]
Before we dive into the details, hear from our hiring manager about why [Company Name] is a great place to work. [Link to Loom Video]
About Us
At [Company Name], we’re passionate about providing our clients with reliable, affordable coverage to protect what matters most. We’ve been part of the [City, State] community for over 30 years, and we take pride in being a company that values trust, transparency, and customer-first service. As we continue to grow, we’re looking for a motivated Insurance Agent to join our team and help our clients find the best coverage solutions.
What You’ll Be Doing
- Build and maintain relationships with clients by providing guidance on insurance options.
- Assess client needs and offer tailored coverage plans.
- Stay up-to-date with industry trends and new insurance products.
- Manage claims, renewals, and other policy-related tasks.
- Meet personal and team sales goals while ensuring the highest level of customer satisfaction.
What We’re Looking For
- 2+ years of experience as an insurance agent or in a related role.
- Excellent communication skills and a customer-first mindset.
- Strong knowledge of insurance products and the ability to explain complex details clearly.
- Ability to work independently and as part of a team.
- Insurance license (or willingness to obtain one).
Perks and Benefits
- Health, dental, and vision insurance.
- Paid time off (PTO) and 401(k) with company match.
- Bonus opportunities based on performance.
- Paid training and professional development.
- Supportive team environment with room for growth.
Why This Role Is a Great Fit
At [Company Name], you’ll not only contribute to a company with a 30-year legacy but also work in an environment that truly values its employees. We offer ongoing training, mentorship, and opportunities for career advancement. This is a chance to grow with a company that puts people first.
How to Apply
Ready to take the next step? Click [here] to complete your application via WorkScreen.io. We’ll evaluate your skills and experience and keep you updated throughout the process.
✅ Option 2: Structured Job Brief + Responsibilities + Requirements Format
Job Title: Insurance Agent
Location: [City, State]
Job Type: Full-Time
Salary: [$55,000 – $70,000 annually]
Benefits: Health, Dental, Vision Insurance, Paid Time Off, 401(k)
[Video from the Hiring Manager]
Want to learn more about why [Company Name] is an amazing place to start your career? Hear from our hiring manager! [Link to Loom Video]
Job Brief
We’re seeking a dedicated Insurance Agent to join [Company Name] and help clients secure the coverage they need. You’ll be responsible for providing personalized advice, explaining insurance products, and building long-term relationships with clients.
Key Responsibilities
- Provide expert advice on home, auto, life, and business insurance coverage.
- Assess client needs and recommend tailored solutions.
- Process policy renewals and claims in a timely manner.
- Build and maintain strong client relationships through regular communication.
- Meet sales targets and contribute to company growth.
Requirements
- 2+ years of experience in insurance or sales.
- Excellent communication and relationship-building skills.
- Strong understanding of insurance products and market trends.
- Self-motivated with the ability to work independently.
- Must have or be willing to obtain an insurance license.
Perks and Benefits
- Health, dental, and vision insurance.
- Paid time off (PTO) and 401(k) plan.
- Competitive base salary plus performance-based bonuses.
- Paid training and certification programs.
- Opportunities for career growth and advancement.
How to Apply
Apply today by clicking [here] and completing your application through WorkScreen.io. We’ll review your skills and experience and keep you informed every step of the way.
Let WorkScreen Handle the Next Step of Hiring
How WorkScreen.io Can Help You Hire Smarter and Faster
Now that you’ve learned how to write a compelling job description, let’s talk about how WorkScreen.io can help streamline your hiring process and ensure you attract the best candidates.
WorkScreen.io is a powerful tool designed to help you take the guesswork out of hiring. By using WorkScreen, you can ensure that your job descriptions not only attract top talent but also allow you to efficiently evaluate and identify the most promising candidates.
What WorkScreen.io Can Do for You:
- Quickly Identify Your Most Promising Candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- Easily Administer One-Click Skill Tests
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- Eliminate Low-Effort Applicants
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
Why Choose WorkScreen.io?
With WorkScreen.io, you’re not just hiring based on resumes. You’re making decisions based on real skills, strengths, and the potential for growth. Our platform helps ensure a smoother, faster, and more effective hiring process—so you can build the team you’ve always wanted.
Start today by visiting WorkScreen.io and see how our platform can help you find top talent quickly and easily. Let us take the guesswork out of hiring and help you build the best team, faster.
FAQ
When hiring an Insurance Agent, it’s essential to focus on a combination of technical and soft skills. Here are the top skills to look for:
- Strong Communication Skills: An Insurance Agent must be able to explain complex insurance products in simple terms to clients.
- Attention to Detail: Insurance policies can be intricate, so agents need to ensure accuracy in everything they do, from quoting to processing claims.
- Sales Ability: A successful agent needs to be persuasive and motivated to meet sales targets while building lasting client relationships.
- Customer Service Orientation: Agents must be client-focused and responsive to customer needs, offering personalized solutions.
- Problem-Solving Skills: The ability to assess clients’ needs and propose the right coverage options is vital.
- Time Management: Insurance agents often juggle multiple clients and tasks, so they need to prioritize effectively.
- Empathy and Emotional Intelligence: Understanding clients’ concerns and offering reassurance during stressful times is crucial, especially during claims processes.
The average salary of an Insurance Agent can vary widely depending on location, experience, and the type of insurance they sell. However, here are some general figures:
- Average Salary: According to the U.S. Bureau of Labor Statistics, the median annual wage for insurance sales agents was approximately $52,180 as of 2020.
- Salary Range: Entry-level positions may start around $40,000, while experienced agents can earn between $60,000 to $80,000, especially if they work on commission-based structures or in specialized areas like life or health insurance.
Keep in mind that top performers can exceed these averages, especially when bonuses and commissions are factored in.
To become a licensed Insurance Agent, most states require agents to pass a state exam and hold a specific license. Here are the most common certifications:
- State Licensing: Insurance agents must pass state exams that test their knowledge of insurance laws and regulations. The exams typically cover life, health, and property insurance.
- Professional Certifications: While not always required, professional certifications like the Certified Insurance Counselor (CIC) or Chartered Life Underwriter (CLU) can help agents stand out and enhance their careers.
These certifications improve credibility and demonstrate a commitment to professionalism.
