- Description
- Work Activities
- Abilities
- Interests
- Knowledge
- Wages
- Skills
- Work Values
- Work Styles
- Related Degrees
- Work Context
- Task Ratings
- Education
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