Every agency is different, but most insurance agents' days include a mix of helping current clients, finding new ones and keeping paperwork in order. Here's what a typical day can look like.
Morning: follow-ups and service
- Return calls and emails from clients
- Answer coverage questions and make policy changes
- Help clients start a claim and check on open ones
Midday: quotes and applications
- Gather details about a client's home, car or business
- Compare options and prepare quotes
- Submit applications and answer underwriters' questions
Want to do this work? Every agent starts with a license.
See classes & scheduleAfternoon: reviews and renewals
- Review policies coming up for renewal
- Look for gaps in coverage and better options
- Explain changes to clients in plain language
Throughout the day: learning and admin
Agents keep notes on every client, track deadlines and stay up to date on products and rules through continuing education.
What makes the job rewarding
For many agents, the best part is helping someone who's been turned down or is dealing with a loss — and knowing they're covered. Read more: Five skills every new insurance agent should build.