Insurance Sales Agents

Job Description: Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

Insurance Sales Agents spend a lot of their time Establishing and Maintaining Interpersonal Relationships. They are naturally good at Oral Comprehension, Oral Expression, Written Comprehension, and Written Expression. Insurance Sales Agents are typically characterized as being Enterprising and Conventional. They are usually very knowledgable about Customer and Personal Service, Sales and Marketing, and Clerical and are skilled at Active Listening and Speaking.

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Work Activities

Establishing and Maintaining Interpersonal Relationships
  
Communicating with Persons Outside Organization
  
Performing for or Working Directly with the Public
  
Selling or Influencing Others
  
Making Decisions and Solving Problems
  
Updating and Using Relevant Knowledge
  
Resolving Conflicts and Negotiating with Others
  
Processing Information
  
Organizing, Planning, and Prioritizing Work
  
Getting Information
  
Identifying Objects, Actions, and Events
  
Judging the Qualities of Things, Services, or People
  
Evaluating Information to Determine Compliance with Standards
  
Analyzing Data or Information
  
Developing Objectives and Strategies
  
Scheduling Work and Activities
  
Communicating with Supervisors, Peers, or Subordinates
  
Thinking Creatively
  
Monitor Processes, Materials, or Surroundings
  
Provide Consultation and Advice to Others
  
Coordinating the Work and Activities of Others
  
Assisting and Caring for Others
  
Documenting/Recording Information
  
Training and Teaching Others
  
Interpreting the Meaning of Information for Others
  
Interacting With Computers
  
Monitoring and Controlling Resources
  
Performing Administrative Activities
  
Guiding, Directing, and Motivating Subordinates
  
Estimating the Quantifiable Characteristics of Products, Events, or Information
  
Inspecting Equipment, Structures, or Material
  
Coaching and Developing Others
  
Developing and Building Teams
  
Staffing Organizational Units
  
Controlling Machines and Processes
  
Performing General Physical Activities
  
Operating Vehicles, Mechanized Devices, or Equipment
  

Abilities

Oral Comprehension
  
Oral Expression
  
Written Comprehension
  
Written Expression
  
Speech Recognition
  
Speech Clarity
  
Problem Sensitivity
  
Near Vision
  
Category Flexibility
  
Deductive Reasoning
  
Inductive Reasoning
  
Information Ordering
  
Mathematical Reasoning
  
Originality
  
Fluency of Ideas
  
Flexibility of Closure
  
Selective Attention
  
Time Sharing
  
Far Vision
  
Number Facility
  
Visualization
  
Memorization
  
Perceptual Speed
  
Speed of Closure
  
Finger Dexterity
  
Visual Color Discrimination
  
Hearing Sensitivity
  
Auditory Attention
  
Control Precision
  
Depth Perception
  
Multilimb Coordination
  

Interests

Enterprising
  
Conventional
  
Social
  
Realistic
  
Investigative
  
Artistic
  

Knowledge

Customer and Personal Service
  
Sales and Marketing
  
Clerical
  
English Language
  
Economics and Accounting
  
Computers and Electronics
  
Mathematics
  
Administration and Management
  
Law and Government
  
Education and Training
  
Personnel and Human Resources
  
Communications and Media
  
Psychology
  
Public Safety and Security
  
Production and Processing
  
Sociology and Anthropology
  
Geography
  
Telecommunications
  
Foreign Language
  
Building and Construction
  
Transportation
  

Wages

Rhode Island
$62,420  
 
California
$61,420  
 
New Jersey
$59,150  
 
Pennsylvania
$58,430  
 
Massachusetts
$58,160  
 
New York
$57,210  
 
Colorado
$54,170  
 
Utah
$53,520  
 
North Dakota
$53,340  
 
District of Columbia
$52,790  
 
Connecticut
$51,730  
 
Illinois
$49,860  
 
New Hampshire
$49,770  
 
Minnesota
$49,720  
 
Washington
$49,040  
 
Maryland
$48,090  
 
Vermont
$47,800  
 
Georgia
$47,440  
 
Alaska
$47,130  
 
Delaware
$45,750  
 
Virginia
$45,690  
 
Florida
$45,440  
 
Nebraska
$45,420  
 
Indiana
$45,160  
 
Wisconsin
$44,890  
 
North Carolina
$43,800  
 
Ohio
$43,520  
 
Idaho
$43,320  
 
Oregon
$42,730  
 
Tennessee
$42,490  
 
Michigan
$42,090  
 
Kansas
$41,900  
 
Maine
$41,680  
 
Arizona
$41,530  
 
Alabama
$41,070  
 
Wyoming
$40,980  
 
Arkansas
$40,550  
 
Mississippi
$40,160  
 
Louisiana
$40,160  
 
Oklahoma
$40,010  
 
South Dakota
$39,920  
 
Montana
$39,690  
 
Iowa
$38,790  
 
Texas
$38,730  
 
Missouri
$38,630  
 
Nevada
$37,270  
 
New Mexico
$37,090  
 
Virgin Islands
$36,940  
 
Hawaii
$35,690  
 
South Carolina
$35,600  
 
Kentucky
$35,470  
 
West Virginia
$34,290  
 
Puerto Rico
$32,940  
 
Guam
$23,910  
 

Skills

Active Listening
  
Speaking
  
Reading Comprehension
  
Persuasion
  
Service Orientation
  
Active Learning
  
Critical Thinking
  
Writing
  
Negotiation
  
Social Perceptiveness
  
Monitoring
  
Judgment and Decision Making
  
Instructing
  
Time Management
  
Systems Analysis
  
Coordination
  
Complex Problem Solving
  
Systems Evaluation
  
Mathematics
  
Management of Personnel Resources
  
Learning Strategies
  
Operations Analysis
  
Operation Monitoring
  
Operation and Control
  
Programming
  
Technology Design
  

Work Values

Relationships
  
Independence
  
Achievement
  
Support
  
Working Conditions
  
Recognition
  

Work Styles

Integrity
  
Attention to Detail
  
Dependability
  
Initiative
  
Stress Tolerance
  
Persistence
  
Self Control
  
Concern for Others
  
Achievement/Effort
  
Cooperation
  
Adaptability/Flexibility
  
Social Orientation
  
Independence
  
Analytical Thinking
  
Leadership
  
Innovation
  

Related University Degree Programs

Work Context

Telephone
  
Electronic Mail
  
Contact With Others
  
Importance of Being Exact or Accurate
  
Letters and Memos
  
Freedom to Make Decisions
  
Face-to-Face Discussions
  
Structured versus Unstructured Work
  
Deal With External Customers
  
Impact of Decisions on Co-workers or Company Results
  
Frequency of Decision Making
  
Spend Time Sitting
  
Indoors, Environmentally Controlled
  
Work With Work Group or Team
  
Time Pressure
  
Level of Competition
  
In an Enclosed Vehicle or Equipment
  
Degree of Automation
  
Coordinate or Lead Others
  
Deal With Unpleasant or Angry People
  
Responsibility for Outcomes and Results
  
Importance of Repeating Same Tasks
  
Frequency of Conflict Situations
  
Physical Proximity
  
Responsible for Others' Health and Safety
  
Consequence of Error
  
Spend Time Making Repetitive Motions
  
Duration of Typical Work Week
  
Public Speaking
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Spend Time Standing
  
Outdoors, Exposed to Weather
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Indoors, Not Environmentally Controlled
  
Spend Time Walking and Running
  
Work Schedules
  
Very Hot or Cold Temperatures
  
Cramped Work Space, Awkward Positions
  
Extremely Bright or Inadequate Lighting
  
Pace Determined by Speed of Equipment
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Exposed to Contaminants
  
Spend Time Bending or Twisting the Body
  
Deal With Physically Aggressive People
  
Exposed to Disease or Infections
  
Outdoors, Under Cover
  
Exposed to Hazardous Conditions
  
Spend Time Keeping or Regaining Balance
  
Exposed to Whole Body Vibration
  
Exposed to Radiation
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
In an Open Vehicle or Equipment
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Hazardous Equipment
  
Exposed to High Places
  

-40 hours-

Duration of Typical Work Week
  

-A lot of freedom-

Freedom to Make Decisions
  
Structured versus Unstructured Work
  

-About half the time-

Spend Time Sitting
  
Spend Time Standing
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Walking and Running
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Bending or Twisting the Body
  
Spend Time Keeping or Regaining Balance
  
Spend Time Making Repetitive Motions
  

-Completely automated-

Degree of Automation
  

-Constant contact with others-

Contact With Others
  

-Contact with others about half the time-

Contact With Others
  

-Contact with others most of the time-

Contact With Others
  

-Continually or almost continually-

Spend Time Sitting
  
Spend Time Making Repetitive Motions
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Bending or Twisting the Body
  
Spend Time Keeping or Regaining Balance
  
Spend Time Walking and Running
  
Spend Time Standing
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  

-Every day-

Telephone
  
Electronic Mail
  
Indoors, Environmentally Controlled
  
Letters and Memos
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Time Pressure
  
In an Enclosed Vehicle or Equipment
  
Frequency of Conflict Situations
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Deal With Unpleasant or Angry People
  
Cramped Work Space, Awkward Positions
  
Extremely Bright or Inadequate Lighting
  
Indoors, Not Environmentally Controlled
  
Exposed to Whole Body Vibration
  
Exposed to Contaminants
  
In an Open Vehicle or Equipment
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Outdoors, Exposed to Weather
  
Exposed to Hazardous Equipment
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Public Speaking
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to Hazardous Conditions
  
Deal With Physically Aggressive People
  

-Extremely competitive-

Level of Competition
  

-Extremely important-

Importance of Being Exact or Accurate
  
Deal With External Customers
  
Work With Work Group or Team
  
Importance of Repeating Same Tasks
  
Coordinate or Lead Others
  
Pace Determined by Speed of Equipment
  

-Extremely serious-

Consequence of Error
  

-Fairly important-

Coordinate or Lead Others
  
Importance of Repeating Same Tasks
  
Work With Work Group or Team
  
Deal With External Customers
  
Importance of Being Exact or Accurate
  
Pace Determined by Speed of Equipment
  

-Fairly serious-

Consequence of Error
  

-High responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Highly automated-

Degree of Automation
  

-Highly competitive-

Level of Competition
  

-I don't work near other people (beyond 100 ft.)-

Physical Proximity
  

-I work with others but not closely (e.g., private office)-

Physical Proximity
  

-Important-

Importance of Repeating Same Tasks
  
Coordinate or Lead Others
  
Work With Work Group or Team
  
Importance of Being Exact or Accurate
  
Pace Determined by Speed of Equipment
  
Deal With External Customers
  

-Important results-

Impact of Decisions on Co-workers or Company Results
  

-Irregular (changes with weather conditions, production demands, or contract duration)-

Work Schedules
  

-Less than 40 hours-

Duration of Typical Work Week
  

-Less than half the time-

Spend Time Standing
  
Spend Time Walking and Running
  
Spend Time Making Repetitive Motions
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Bending or Twisting the Body
  
Spend Time Keeping or Regaining Balance
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Sitting
  

-Limited freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Limited responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-Minor results-

Impact of Decisions on Co-workers or Company Results
  

-Moderate responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Moderate results-

Impact of Decisions on Co-workers or Company Results
  

-Moderately automated-

Degree of Automation
  

-Moderately close (at arm's length)-

Physical Proximity
  

-Moderately competitive-

Level of Competition
  

-More than 40 hours-

Duration of Typical Work Week
  

-More than half the time-

Spend Time Sitting
  
Spend Time Making Repetitive Motions
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Bending or Twisting the Body
  
Spend Time Keeping or Regaining Balance
  
Spend Time Walking and Running
  
Spend Time Standing
  

-Never-

In an Open Vehicle or Equipment
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Hazardous Equipment
  
Exposed to High Places
  
Exposed to Radiation
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Exposed to Whole Body Vibration
  
Spend Time Keeping or Regaining Balance
  
Exposed to Hazardous Conditions
  
Cramped Work Space, Awkward Positions
  
Exposed to Contaminants
  
Outdoors, Under Cover
  
Exposed to Disease or Infections
  
Deal With Physically Aggressive People
  
Extremely Bright or Inadequate Lighting
  
Spend Time Bending or Twisting the Body
  
Very Hot or Cold Temperatures
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Outdoors, Exposed to Weather
  
Indoors, Not Environmentally Controlled
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Walking and Running
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Spend Time Making Repetitive Motions
  
In an Enclosed Vehicle or Equipment
  
Indoors, Environmentally Controlled
  
Spend Time Standing
  
Public Speaking
  
Frequency of Conflict Situations
  
Frequency of Decision Making
  
Deal With Unpleasant or Angry People
  
Time Pressure
  
Letters and Memos
  
Telephone
  
Spend Time Sitting
  
Face-to-Face Discussions
  
Electronic Mail
  

-No contact with others-

Contact With Others
  

-No freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-No responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-No results-

Impact of Decisions on Co-workers or Company Results
  

-Not at all automated-

Degree of Automation
  

-Not at all competitive-

Level of Competition
  

-Not important at all-

Pace Determined by Speed of Equipment
  
Importance of Repeating Same Tasks
  
Coordinate or Lead Others
  
Deal With External Customers
  
Work With Work Group or Team
  
Importance of Being Exact or Accurate
  

-Not serious at all-

Consequence of Error
  

-Occasional contact with others-

Contact With Others
  

-Once a month or more but not every week-

Deal With Unpleasant or Angry People
  
Time Pressure
  
Frequency of Conflict Situations
  
In an Enclosed Vehicle or Equipment
  
Frequency of Decision Making
  
Indoors, Not Environmentally Controlled
  
Outdoors, Exposed to Weather
  
Very Hot or Cold Temperatures
  
Exposed to Contaminants
  
Face-to-Face Discussions
  
Public Speaking
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Outdoors, Under Cover
  
Cramped Work Space, Awkward Positions
  
Extremely Bright or Inadequate Lighting
  
Exposed to High Places
  
Electronic Mail
  
Exposed to Radiation
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to Hazardous Conditions
  
Letters and Memos
  
Deal With Physically Aggressive People
  
In an Open Vehicle or Equipment
  
Exposed to Disease or Infections
  
Telephone
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Indoors, Environmentally Controlled
  

-Once a week or more but not every day-

Time Pressure
  
Letters and Memos
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Frequency of Conflict Situations
  
In an Enclosed Vehicle or Equipment
  
Public Speaking
  
Deal With Unpleasant or Angry People
  
Outdoors, Exposed to Weather
  
Electronic Mail
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Cramped Work Space, Awkward Positions
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Indoors, Not Environmentally Controlled
  
Exposed to Hazardous Conditions
  
Deal With Physically Aggressive People
  
In an Open Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Exposed to Disease or Infections
  
Telephone
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Indoors, Environmentally Controlled
  
Exposed to Contaminants
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  

-Once a year or more but not every month-

Public Speaking
  
Frequency of Conflict Situations
  
Deal With Unpleasant or Angry People
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Indoors, Not Environmentally Controlled
  
Deal With Physically Aggressive People
  
Exposed to Disease or Infections
  
Outdoors, Under Cover
  
In an Enclosed Vehicle or Equipment
  
Outdoors, Exposed to Weather
  
Extremely Bright or Inadequate Lighting
  
Exposed to Hazardous Conditions
  
Exposed to Contaminants
  
Indoors, Environmentally Controlled
  
Time Pressure
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Exposed to High Places
  
Electronic Mail
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Cramped Work Space, Awkward Positions
  
Letters and Memos
  
In an Open Vehicle or Equipment
  
Telephone
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  

-Regular (established routine, set schedule)-

Work Schedules
  

-Seasonal (only during certain times of the year)-

Work Schedules
  

-Serious-

Consequence of Error
  

-Slightly automated-

Degree of Automation
  

-Slightly close (e.g., shared office)-

Physical Proximity
  

-Slightly competitive-

Level of Competition
  

-Some freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Very close (near touching)-

Physical Proximity
  

-Very high responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Very important-

Work With Work Group or Team
  
Coordinate or Lead Others
  
Importance of Repeating Same Tasks
  
Deal With External Customers
  
Importance of Being Exact or Accurate
  
Pace Determined by Speed of Equipment
  

-Very important results-

Impact of Decisions on Co-workers or Company Results
  

-Very little freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Very serious-

Consequence of Error
  

Task Ratings

- Importance Core-

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Calculate premiums and establish payment method.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  

- Importance Supplemental-

Plan and oversee incorporation of insurance program into bookkeeping system of company.
  
Install bookkeeping systems and resolve system problems.
  
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  

- Relevance of Task Core-

Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Calculate premiums and establish payment method.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  

- Relevance of Task Supplemental-

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  
Install bookkeeping systems and resolve system problems.
  
Plan and oversee incorporation of insurance program into bookkeeping system of company.
  

-Daily Frequency of Task (Categories 1-7) Core-

Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Calculate premiums and establish payment method.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  

-Daily Frequency of Task (Categories 1-7) Supplemental-

Install bookkeeping systems and resolve system problems.
  
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  
Plan and oversee incorporation of insurance program into bookkeeping system of company.
  

-Hourly or more Frequency of Task (Categories 1-7) Core-

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Calculate premiums and establish payment method.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  

-Hourly or more Frequency of Task (Categories 1-7) Supplemental-

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  
Install bookkeeping systems and resolve system problems.
  
Plan and oversee incorporation of insurance program into bookkeeping system of company.
  

-More than monthly Frequency of Task (Categories 1-7) Core-

Confer with clients to obtain and provide information when claims are made on a policy.
  
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Calculate premiums and establish payment method.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  

-More than monthly Frequency of Task (Categories 1-7) Supplemental-

Plan and oversee incorporation of insurance program into bookkeeping system of company.
  
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  
Install bookkeeping systems and resolve system problems.
  

-More than weekly Frequency of Task (Categories 1-7) Core-

Contact underwriter and submit forms to obtain binder coverage.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Calculate premiums and establish payment method.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  

-More than weekly Frequency of Task (Categories 1-7) Supplemental-

Install bookkeeping systems and resolve system problems.
  
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  
Plan and oversee incorporation of insurance program into bookkeeping system of company.
  

-More than yearly Frequency of Task (Categories 1-7) Core-

Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Calculate premiums and establish payment method.
  
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  

-More than yearly Frequency of Task (Categories 1-7) Supplemental-

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  
Plan and oversee incorporation of insurance program into bookkeeping system of company.
  
Install bookkeeping systems and resolve system problems.
  

-Several times daily Frequency of Task (Categories 1-7) Core-

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Calculate premiums and establish payment method.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  

-Several times daily Frequency of Task (Categories 1-7) Supplemental-

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  
Install bookkeeping systems and resolve system problems.
  
Plan and oversee incorporation of insurance program into bookkeeping system of company.
  

-Yearly or less Frequency of Task (Categories 1-7) Core-

Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  
Contact underwriter and submit forms to obtain binder coverage.
  
Develop marketing strategies to compete with other individuals or companies who sell insurance.
  
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  
Confer with clients to obtain and provide information when claims are made on a policy.
  
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  
Select company that offers type of coverage requested by client to underwrite policy.
  
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  
Perform administrative tasks, such as maintaining records and handling policy renewals.
  
Calculate premiums and establish payment method.
  
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  
Customize insurance programs to suit individual customers, often covering a variety of risks.
  
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  

-Yearly or less Frequency of Task (Categories 1-7) Supplemental-

Install bookkeeping systems and resolve system problems.
  
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  

Education Training Experience

-On-Site or In-Plant Training-

None
  
Up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 4 years, up to and including 10 years
  

-On-the-Job Training-

None or short demonstration
  
Anything beyond short demonstration, up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 4 years, up to and including 10 years
  

-Related Work Experience-

None
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 6 years, up to and including 8 years
  
Over 10 years
  

-Required Level of Education-

Less than a High School Diploma
  
High School Diploma (or GED or High School Equivalence Certificate)
  
Post-Secondary Certificate - awarded for training completed after high school (for example, in Personnel Services, Engineering-related Technologies, Vocational Home Economics, Construction Trades, Mechanics and Repairers, Precision Production Trades)
  
Some College Courses
  
Associate's Degree (or other 2-year degree)
  
Bachelor's Degree
  
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree, but do not meet the requirements of academic degrees carrying the title of Master