21 tasks, each one witnessed by the sources that watched the job — and behind every one, a prompt you can use tonight.
You usually split time between client work, admin, and marketing. Morning can be checking emails in Microsoft Outlook, calling clients, and preparing quotes in Agency Management or Agency Master.
Afternoons often mean virtual meetings on Zoom, inspecting property visits when required, and entering notes into Microsoft Excel or Word. Evenings may include follow-up, policy renewals, and studying for training or seminars to hit sales targets.
Expect to use an agency management system (often called Agency Master) every day for client records, quotes, and binders. Microsoft Outlook, Excel, and Word are used for emails, spreadsheets, and documents.
You’ll also use Zoom for virtual consultations and Facebook or other social media for lead generation and digital marketing. PowerPoint is common when presenting proposals or attending training.
You’ll combine digital and personal tactics: post and run ads on Facebook, follow up leads from the agency system, and network at community events. Digital marketing creates initial contacts; you qualify them in the agency system and then interview prospective clients.
Also set routines — daily outreach, scheduled Zoom consultations, and regular touch points for existing clients to maintain relationships and meet sales targets. Keep marketing results tracked in Excel.
According to the U.S. Bureau of Labor Statistics (BLS), 2025 data shows about 479,100 employed; median pay is $62,280 per year. The lowest tenth earn about $37,330, and the top tenth about $138,140.
Pay varies by commission, bonuses, territory, and the types of policies sold. Use BLS for the national picture; ask your agency about their commission splits and targets.
Sales associates sell policies, meet and interview clients, provide advice, generate leads, and handle renewals. You’ll use Agency Master, produce quotes, and submit applications to underwriters.
Underwriters assess risk, set policy terms, and decide whether to accept coverage. You’ll contact underwriters and submit forms, but you don’t usually make final risk decisions — the underwriter does.
Both matter, but organization is the foundation. You must maintain records, handle renewals, submit forms to underwriters, and follow up on binder coverage using Agency Management and Excel.
Persuasion closes sales and builds relationships. If you can be organized first (accurate records, timely submissions), your persuasive skills will convert more leads and help you meet or exceed sales targets.