{"id":3860,"date":"2022-01-07T13:08:33","date_gmt":"2022-01-07T13:08:33","guid":{"rendered":"http:\/\/43.204.200.242\/hr-glossary\/agent-insurance\/"},"modified":"2025-03-21T16:08:37","modified_gmt":"2025-03-21T10:38:37","slug":"agent-insurance","status":"publish","type":"hr-glossary","link":"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance","title":{"rendered":"Agent (Insurance)"},"content":{"rendered":"<p><span data-contrast=\"auto\">Insurance agents are trained professionals who sell insurance and advise clients when making insurance decisions. A captive insurance agent typically represents one insurer and can only offer its products. An independent <\/span><b><span data-contrast=\"auto\">insurance agent<\/span><\/b><span data-contrast=\"auto\"> sells policies representing two or more different insurers. An insurance agent may be required to obtain licensing from the agency&#8217;s state to sell policies.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:80,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The responsibility of the insurance agent does not limit only to selling the services but also includes the following tasks:<\/span><span data-ccp-props=\"{&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Attending seminars, meetings, and programs.<\/span><span data-ccp-props=\"{&quot;335559738&quot;:240,&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Premium calculation and initiate payment methods.<\/span><span data-ccp-props=\"{&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Manage databases, records, and bookkeeping of different clients.<\/span><span data-ccp-props=\"{&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Assist clients through <\/span><span data-contrast=\"none\">paperwork<\/span><span data-contrast=\"auto\"> completion, policy changes, and claims processes.<\/span><span data-ccp-props=\"{&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"5\" data-aria-level=\"1\"><span data-contrast=\"auto\">Monitor client&#8217;s insurance claim.<\/span><span data-ccp-props=\"{&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Reviewing policies regularly.<\/span><span data-ccp-props=\"{&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Processing renewals and cancellations and responding to any queries from clients.<\/span><span data-ccp-props=\"{&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"7\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Ensure paperwork is done and the requirements of the policy are fulfilled.<\/span><span data-ccp-props=\"{&quot;335559739&quot;:240,&quot;335559991&quot;:204}\">\u00a0<\/span><\/li>\n<\/ul>\n","protected":false},"featured_media":0,"template":"","class_list":["post-3860","hr-glossary","type-hr-glossary","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Who is an Insurance Agent? | Meaning &amp; Definition | Akrivia HCM<\/title>\n<meta name=\"description\" content=\"An insurance agent could help you identify the coverage that best fits your needs to get the most of your insurance benefits.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agent (Insurance)\" \/>\n<meta property=\"og:description\" content=\"An insurance agent could help you identify the coverage that best fits your needs to get the most of your insurance benefits.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance\" \/>\n<meta property=\"og:site_name\" content=\"Akrivia HCM\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/AkriviaHCM\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-21T10:38:37+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@AkriviaHCM\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/hr-glossary\\\/agent-insurance\",\"url\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/hr-glossary\\\/agent-insurance\",\"name\":\"Who is an Insurance Agent? | Meaning & Definition | Akrivia HCM\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/#website\"},\"datePublished\":\"2022-01-07T13:08:33+00:00\",\"dateModified\":\"2025-03-21T10:38:37+00:00\",\"description\":\"An insurance agent could help you identify the coverage that best fits your needs to get the most of your insurance benefits.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/hr-glossary\\\/agent-insurance#breadcrumb\"},\"inLanguage\":\"en\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/hr-glossary\\\/agent-insurance\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/hr-glossary\\\/agent-insurance#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/akriviahcm.com\\\/resources\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Agent (Insurance)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/#website\",\"url\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/\",\"name\":\"Akrivia HCM\",\"description\":\"Hire to Retire HCM Suite\",\"publisher\":{\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/#organization\"},\"alternateName\":\"Akriviahcm.com\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/#organization\",\"name\":\"Akrivia HCM\",\"url\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en\",\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"\",\"contentUrl\":\"\",\"caption\":\"Akrivia HCM\"},\"image\":{\"@id\":\"https:\\\/\\\/akriviahcm.com\\\/resources\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/AkriviaHCM\",\"https:\\\/\\\/x.com\\\/AkriviaHCM\",\"https:\\\/\\\/instagram.com\\\/akriviahcm\\\/\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/akrivia-hcm\\\/\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Who is an Insurance Agent? | Meaning & Definition | Akrivia HCM","description":"An insurance agent could help you identify the coverage that best fits your needs to get the most of your insurance benefits.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance","og_locale":"en_US","og_type":"article","og_title":"Agent (Insurance)","og_description":"An insurance agent could help you identify the coverage that best fits your needs to get the most of your insurance benefits.","og_url":"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance","og_site_name":"Akrivia HCM","article_publisher":"https:\/\/www.facebook.com\/AkriviaHCM","article_modified_time":"2025-03-21T10:38:37+00:00","twitter_card":"summary_large_image","twitter_site":"@AkriviaHCM","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance","url":"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance","name":"Who is an Insurance Agent? | Meaning & Definition | Akrivia HCM","isPartOf":{"@id":"https:\/\/akriviahcm.com\/resources\/#website"},"datePublished":"2022-01-07T13:08:33+00:00","dateModified":"2025-03-21T10:38:37+00:00","description":"An insurance agent could help you identify the coverage that best fits your needs to get the most of your insurance benefits.","breadcrumb":{"@id":"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance#breadcrumb"},"inLanguage":"en","potentialAction":[{"@type":"ReadAction","target":["https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/akriviahcm.com\/resources\/hr-glossary\/agent-insurance#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/akriviahcm.com\/resources"},{"@type":"ListItem","position":2,"name":"Agent (Insurance)"}]},{"@type":"WebSite","@id":"https:\/\/akriviahcm.com\/resources\/#website","url":"https:\/\/akriviahcm.com\/resources\/","name":"Akrivia HCM","description":"Hire to Retire HCM Suite","publisher":{"@id":"https:\/\/akriviahcm.com\/resources\/#organization"},"alternateName":"Akriviahcm.com","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/akriviahcm.com\/resources\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en"},{"@type":"Organization","@id":"https:\/\/akriviahcm.com\/resources\/#organization","name":"Akrivia HCM","url":"https:\/\/akriviahcm.com\/resources\/","logo":{"@type":"ImageObject","inLanguage":"en","@id":"https:\/\/akriviahcm.com\/resources\/#\/schema\/logo\/image\/","url":"","contentUrl":"","caption":"Akrivia HCM"},"image":{"@id":"https:\/\/akriviahcm.com\/resources\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/AkriviaHCM","https:\/\/x.com\/AkriviaHCM","https:\/\/instagram.com\/akriviahcm\/","https:\/\/www.linkedin.com\/company\/akrivia-hcm\/"]}]}},"_links":{"self":[{"href":"https:\/\/akriviahcm.com\/resources\/wp-json\/wp\/v2\/hr-glossary\/3860","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akriviahcm.com\/resources\/wp-json\/wp\/v2\/hr-glossary"}],"about":[{"href":"https:\/\/akriviahcm.com\/resources\/wp-json\/wp\/v2\/types\/hr-glossary"}],"wp:attachment":[{"href":"https:\/\/akriviahcm.com\/resources\/wp-json\/wp\/v2\/media?parent=3860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}