How to Become an Insurance Trainer

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Insurance Trainers teach agents and insurance professionals about various insurance product lines as well as selling techniques for those product lines. Insurance trainers work in all specialty areas of insurance, including: property, casualty, life, health and specialty lines. Insurance trainers also provide continuing education courses that are required by insurance regulators for all licensed agents on a state by state basis. A range of responsibilities might come with the position such as partnering with leaders to coordinate the delivery of the materials.

Things You'll Need

  • Bachelor's Degree
  • Insurance License
  • 3+ Years Experience
  • Earn a bachelors begree in business, risk management or finance from an accredited university or college. Take all of the risk management and insurance related classes you can fit into the degree plan and course elective schedule. Begin working in the insurance field for an insurance company or brokerage firm.

  • Study and pass the insurance licensing exam for your chosen practice specialty. You must be sponsored by an employer to take the insurance exam and become a licensed agent. When you take your exam, be sure to have a notarized fingerprint card or digital fingerprint scan for department of insurance licensing requirements. This can be obtained at your local law enforcement office. Send a completed copy of the insurance agent licensing application, finger print data, and signed release for a complete background check to your states Department of Insurance for processing and approval. Pay the fees required to become licensed.

  • Obtain the required experience by working in the insurance industry through offering your product line specialty. The required experience differs from one opportunity to another. However, the approximate minimum required experience is 3 years. Demonstrate skills as an independent self-starter, a team player and someone with the ability to build rapport with others. Professionalism must be applied at all times and under any circumstances. Take on every opportunity to train, mentor, and assist your fellow agents and rookie agents when possible.

  • Develop your presentation skills by giving presentations and speaking in front of people whenever the opportunity presents. Join Toastmasters to enhance your presentation and public speaking talents. Take on a training position with your firm to practice the art of teaching and training.

  • Apply and begin work with an insurance training company or join the training department of your agency. Outsourced insurance training companies travel from location to location providing continuing education classes to licensed agents as is required by law. Expand your teaching credentials by obtaining additional licensing.

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