Insurance Sales Agents
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.
- Tasks
- 19 tasks14 core, 5 supplemental
- Family
- SalesOne of its 23 occupations
- Code
- 41-3021.00SOC 2018: 41-3021
What the work is made of
14 core tasks and 5 supplemental, each quoted as published, with the survey it came from.
Core: central to the jobSupplemental: done by some, not all
- Task 1. Customize insurance programs to suit individual customers, often covering a variety of risks.Core taskTask 720Rated by 67 people who do the job, August 2018
- Task 2. 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.Core taskTask 721Rated by 67 people who do the job, August 2018
- Task 3. Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.Core taskTask 724Rated by 67 people who do the job, August 2018
- Task 4. Perform administrative tasks, such as maintaining records and handling policy renewals.Core taskTask 728Rated by 67 people who do the job, August 2018
- Task 5. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.Core taskTask 723Rated by 67 people who do the job, August 2018
- Task 6. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.Core taskTask 718Rated by 67 people who do the job, August 2018
- Task 7. Confer with clients to obtain and provide information when claims are made on a policy.Core taskTask 727Rated by 67 people who do the job, August 2018
- Task 8. 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.Core taskTask 722Rated by 67 people who do the job, August 2018
- Task 9. Contact underwriter and submit forms to obtain binder coverage.Core taskTask 725Rated by 67 people who do the job, August 2018
- Task 10. Select company that offers type of coverage requested by client to underwrite policy.Core taskTask 729Rated by 67 people who do the job, August 2018
- Task 11. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.Core taskTask 726Rated by 67 people who do the job, August 2018
- Task 12. Develop marketing strategies to compete with other individuals or companies who sell insurance.Core taskTask 731Rated by 67 people who do the job, August 2018
- Task 13. Calculate premiums and establish payment method.Core taskTask 719Rated by 67 people who do the job, August 2018
- Task 14. Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Core taskTask 732Rated by 67 people who do the job, August 2018
- Task 15. Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.Supplemental taskTask 730Rated by 67 people who do the job, August 2018
- Task 16. Plan and oversee incorporation of insurance program into bookkeeping system of company.Supplemental taskTask 735Rated by 67 people who do the job, August 2018
- Task 17. Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.Supplemental taskTask 733Rated by 66 people who do the job, August 2018
- Task 18. Install bookkeeping systems and resolve system problems.Supplemental taskTask 734Rated by 66 people who do the job, August 2018
- Task 19. Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.Supplemental taskTask 736Rated by 65 people who do the job, August 2018
Where this comes from
Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.
How we copy and credit sources- Published byO*NET 29.0, U.S. Department of LaborEmployment and Training Administration
- ClassificationStandard Occupational Classification 2018, 41-3021
- LicenseCC BY 4.0Free to copy and reuse, with credit
- Changed by usNothing.
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