An insurance agent/office manager handles various tasks including selling insurance policies, managing office operations, and providing customer service. They write and file insurance claims, execute office payroll and tax deposits, and maintain client accounts. They educate customers on insurance options, answer inquiries, and resolve complaints. Additionally, they coordinate with management to implement office procedures and training. Some agents conduct home inspections and process applications, payments, and endorsements. They also focus on customer relationship development and needs-based selling. They may handle administrative tasks like maintaining records and handling policy renewals. Some agents also develop marketing strategies and promote new insurance contracts.
It typically takes 4-5 years to become an insurance agent/office manager:
The timeline assumes minimal experience and the 25th percentile for on-site and on-the-job training. Keep in mind that the exact timeline may vary based on individual circumstances and the specific requirements of the insurance company.
Score Insurance Agent/Office Manager US AverageAvg. Salary $69,015
Avg. Salary $59,228
Stability LevelGrowth Rate 6 %
Growth Rate 0.3 %
RaceAmerican Indian and Alaska Native 0.15 %
Asian 4.91 %
Black or African American 9.41 %
Hispanic or Latino 16.12 %
Unknown 3.56 %
White 65.86 %
Gender
female 82.58 %
male 17.42 %
Age - 46
RaceAmerican Indian and Alaska Native 3.00 %
Asian 7.00 %
Black or African American 14.00 %
Hispanic or Latino 19.00 %
White 57.00 %
Gender
female 47.00 %
male 53.00 %
Age - 46
Stress LevelStress level is high
7.1 - high
Complexity LevelComplexity Level is advanced
7 - challenging
Work Life BalanceWork Life balance is fair
6.4 - fair
Receive alerts for the newest job postings.
Is being an Insurance Agent/Office Manager right for you?
Take the career quizInsurance agents/office managers often move on to become office managers, account managers, or regional sales managers. Some may even start their own business. Other possibilities include becoming a director of sales and marketing, a regional sales director, or a sales and marketing manager.
The educational requirements for an insurance agent/office manager vary, with some positions requiring only a high school diploma, while others may need a higher level of education. According to the provided data, 14.79% of insurance agent/office managers have a high school diploma, 14.5% have a certificate, 23.81% have an associate degree, 39.47% have a bachelor's degree, and 7.43% have a master's degree. Insurance agent/office managers often pursue certifications such as the Certified Nurse Assistant, Certified Professional, Life and Health Insurance Program, Dental Assistant, International Accredited Business Accountant, and Certified Insurance Service Representatives. Common majors for this role include Business, Insurance, Accounting, General Studies, and Psychology. Notable schools for this field are the University of Pennsylvania, Boston University, University of Minnesota - Twin Cities, Howard University, and SUNY College at Oswego.
Insurance agents and office managers need to be adept at a range of skills. They must be able to write and file insurance claims, promote client retention, and execute office payroll and tax deposits. They should also be able to educate customers on their insurance options, handle customer complaints, and manage daily office operations. Additionally, they should be able to cultivate new business leads and service existing accounts.
| Skills | Percentages |
|---|---|
| Customer Service | 26.37% |
| Auto Insurance | 10.39% |
| Bank Deposits | 6.43% |
| Financial Resources | 5.95% |
| Payroll | 4.57% |
Accountants spend an average of 6-12 months on post-employment, on-the-job training. New insurance agent/office managers learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an insurance agent/office manager based on U.S. Bureau of Labor Statistics data and data from real insurance agent/office manager resumes.
Becoming an licensed insurance agent/office manager usually doesn't require a college degree. However, you need to pass an exam to become a licensed insurance agent/office manager in most of states. 38 states require insurance agent/office managers to have license for their work. You can see the list of states below.
| State | Education | Exam | License Url |
|---|---|---|---|
| Alabama | - | - | Licensed Insurance Producer |
| Arkansas | Degree required | State exam required | Insurance Sales Producer (Agent) |
| Colorado | Specific course required | State exam required | Insurance Agent |
| Connecticut | Specific course required | State exam required | Producer License, Individual |
| Delaware | - | State exam required | Insurance Agent |
Insurance agent/office manager certifications can show employers you have a baseline of knowledge expected for the position. Certifications can also make you a more competitive candidate. Even if employers don't require a specific insurance agent/office manager certification, having one may help you stand out relative to other applicants. The most common certifications for insurance agent/office managers include Certified Nurse Assistant (CNA) and Certified Professional, Life and Health Insurance Program (CPLHI).
Insurance agents and office managers spend their days prospecting for new clients, reviewing current insurance with existing clients, and resolving claims. They also perform administrative tasks like handling payments and maintaining records. As Tom Faulconer JD, CPCU, CLU, ChFC, CASL,CFP(r), Clinical Professor at Butler University, puts it, "Their day is filled with prospecting for new clients, appointments to review current insurance with current clients, service work such as adding autos and changing addresses, and, helping take and resolve claims."
When your background is strong enough, you can start writing your insurance agent/office manager resume. You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an insurance agent/office manager resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.
Build a professional Insurance Agent/Office Manager resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your Insurance Agent/Office Manager resume.