Insurance Consultant Job Description Template

The Insurance Consultant is responsible for providing expert advice on insurance products and services to individuals and businesses. They work with clients to identify their needs and recommend the best coverage options. The consultant also reviews existing policies and makes recommendations for changes or improvements. They keep up with industry trends and developments to ensure that their clients have the most current information available.

Insurance Consultant Job Responsibilities

  • Analyzing clients' needs and providing advice on the type and amount of insurance coverage they should purchase
  • Assessing the value of clients' property and possessions in order to determine how much coverage they need
  • Working with clients to create custom insurance packages that meet their specific needs
  • Reviewing clients' policies on a regular basis to ensure that they are still adequate and making recommendations for changes as needed
  • Helping clients file claims and ensuring that they receive the full benefits of their coverage


  • To increase insurance sales for the company.
  • To provide excellent customer service to clients.
  • To develop strong relationships with clients and potential customers.
  • To stay upto-date on industry trends and developments.
  • To identify new business opportunities for the company

Insurance Consultant Job Skills & Qualifications Needed

  • In order to be an insurance consultant, one must have a strong understanding of the insurance industry and how it works. They must also be able to effectively communicate with clients in order to understand their needs and provide them with the best possible coverage. Additionally, insurance consultants should possess excellent organizational skills in order to keep track of client information and policy details.