Roles and Skills
ECLARO delivers top talent for a variety of Insurance Agent roles, tailored to meet different project needs, skills and levels of experience and expertise. Although the specifics and titles may vary for each individual business, our experienced recruiters have a track record of success in helping businesses hire at all levels
Junior Insurance Agent
Assist selling insurance policies, conduct initial client assessment, maintain accurate records of client interactions.
Mid-Level Insurance Agent
Develop and maintain a portfolio of clients by selling insurance policies, conduct detailed client assessments, handle policy renewals and client accounts.
Senior Insurance Agent
Develop and implement sales strategies, manage key client accounts, ensure compliance with industry regulations and company policies.
Key skills
- Sales and client relationship management
- Risk assessment and policy knowledge
- Regulatory compliance (state licensing, insurance regulations)
- Communication and negotiation skills
- CRM software and digital tools proficiency
- Problem-solving and customer service orientation
- Organization and follow-up management
Frequently asked questions
What does an Insurance Agent do on a day-to-day basis?
Insurance Agents spend their time meeting with clients to understand their coverage needs, recommending appropriate policies, processing applications, and managing renewals. They also handle client inquiries, resolve coverage questions, review claims, and stay current with product offerings and regulatory changes. Much of the role involves relationship building, follow-up communications, and hitting sales targets while maintaining high customer satisfaction.
What licenses and certifications do Insurance Agents need?
Insurance Agents must hold a valid state insurance license(s) for the lines they sell—typically Property & Casualty (P&C), Life, Health, or a combination. Some states require continuing education credits to maintain licensure. Many employers also prefer candidates with certifications such as Certified Insurance Counselor (CIC), Chartered Special Risk (CPCU), or designation from their agency's parent company. ECLARO can connect you with licensed agents who meet your specific state and product requirements.
What are the key responsibilities of this role?
Insurance Agents are responsible for prospecting new clients, explaining policy options clearly, handling applications and underwriting submissions, managing renewal cycles, upselling additional coverage, and providing ongoing customer support. They must also maintain accurate records, meet sales goals, stay compliant with industry regulations, and sometimes manage a book of business independently. Success depends on reliability, attention to detail, and the ability to build trust with clients.
How do I hire an Insurance Agent through ECLARO?
ECLARO specializes in recruiting experienced Insurance Agents for short-term projects, temp-to-hire arrangements, or full-time placement. We screen candidates for proper licensing, sales experience, and cultural fit with your organization. Simply tell us your location, required licenses, product focus, and any specific skill needs. ECLARO handles the vetting process so you can focus on onboarding and integrating the agent into your team right away.
Ways to hire through ECLARO
ECLARO can fill this role through contract or contract-to-hire staffing, direct placement, an Employer of Record (EOR), recruitment process outsourcing (RPO), or a dedicated offshore team in the Philippines (ECAPTIVE).