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How do they match:
Insurance Sales Agents
1
O*NET-SOC Title
Insurance
Sales Agents
26
Alternate Occupation Titles
Insurance
Agent
Insurance
Agent Team Member
Insurance
Broker
Insurance
Producer
Insurance
Representative
Insurance
Sales Agent
Insurance
Sales Rep
Insurance
Sales Representative
Insurance
Salesman
Insurance
Salesperson
Insurance
Solicitor
Insurance
Special Agent
Cyber
Insurance
Policy
Specialist
Group
Insurance
Special Agent
Group
Insurance
Specialist
Health
Insurance
Agent
Health
Insurance
Sales Agent
Health
Insurance
Specialist
Licensed
Insurance
Agent
Licensed Health
Insurance
Agent
Licensed Health
Insurance
Sales Agent
Licensed Life
Insurance
Agent
Licensed Medicare
Insurance
Agent
Life
Insurance
Agent
Life
Insurance
Sales Agent
Life
Insurance
Salesperson
1
O*NET-SOC 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.
14
Tasks
Call on
policyholders
to deliver and explain
policy
, to analyze
insurance
program and suggest additions or changes, or to change beneficiaries.
Confer with clients to obtain and provide information when claims are made on a
policy.
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.
Explain features, advantages, and disadvantages of various
policies
to promote sale of
insurance
plans.
Explain necessary bookkeeping requirements for customer to implement and provide group
insurance
program.
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good
insurance
risk.
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.
Monitor
insurance
claims to ensure they are settled equitably for both the client and the
insurer.
Perform administrative tasks, such as maintaining records and handling
policy
renewals.
Plan and oversee incorporation of
insurance
program into bookkeeping system of company.
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.
1
Detailed Work Activity
Process
sales or other transactions.
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License
How do they match: 41-3021.00 - Insurance Sales Agents
by
U.S. Department of Labor, Employment and Training Administration
is licensed under a
Creative Commons Attribution 4.0 International License
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