Career Resources


Are you outgoing and customer service-oriented? Do you find the challenge and potential of a sales environment exciting?

What do they do?

An Agent, or Producer, identifies and works with clients to explain, recommend and sell insurance, from property and casualty to life, health, auto, and more. Agents can operate in many different forms – independent, exclusive, insurer-employed, and self-employed.

Why is it important?

Individuals and organizations purchase insurance to meet specific needs, and it is the role of the agent to understand those needs and then accurately and fairly present the available options. Through open conversations, the agent is able to learn about existing resources and exposures to make informed recommendations. Clients depend on an agent’s advice, so they must be able to grasp the market and products, easily convey technical information, relate to people, and maintain relationships. A successful agent builds on accounts after the “deal is sealed” – by checking in with clients, ensuring they are satisfied with their coverage, anticipating additional needs, and assisting with any claims.

Typical Duties

  • Identify and develop new clients through networking, marketing, and direct outreach.

  • Meet with prospective clients to learn more about their needs, exposures, history, and resources. 

  • Explain the features, advantages, and disadvantages of various insurance policies.

  • Service client accounts, manage claims, and make policy recommendations as needed.

Required Skills 

  • Customer Service Orientation

  • Complex Problem Solving Skills

  • Communication

  • Good Judgment and Decision Making

  • Time Management

  • Negotiation

  • Persuasion

Career Facts​​

  • Education and Professional Requirements:

    • Entry-level: Bachelor’s degree, state licensing, on-the-job training.

    • Advancement: Bachelor’s degree, multiple years of work experience, industry certifications.

  • Possible career path: Insurance Sales Agent Trainee > Agent > Sales Manager > Sales District Manger > Agency Owner


Additional Resources