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Licensed Insurance Agent

A licensed insurance agent helps generate new business by contacting potential customers, selling different types of insurance, and assisting clients in choosing plans that will fit their lifestyle needs. Various types of insurance may include life, property, casualty, and health.


  • Complete enrollment and plan change applications
  • Aid clients with questions regarding premiums, effective dates, and policies
  • Interview prospective clients to determine specific needs
  • Track leads, client status, and follow-ups
  • Perform administrative tasks


  • Must be able to multi-task
  • Possess excellent written, verbal, and listening skills
  • Communicate efficiently and professionally over the phone and in person
  • Must be efficient and organized
  • Calculate insurance premiums or awards

Education and Experience

  • High school diploma or GED
  • Must be computer literate
  • 215, 218, or 240 Agent Department of insurance license required
  • (6) months or more of previous sales or call center experience
  • Previous experience in the insurance industry

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