41-3021.00 · Task explorer
Insurance Sales Agents: reported tasks and exploration worksheet
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.
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Read the task inventory
This source lists 19 tasks, including 14 marked Core and 5 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2018.
19 tasks shown
Core · Task 720 · 08/2018 · Incumbent
Customize insurance programs to suit individual customers, often covering a variety of risks.
Core · Task 721 · 08/2018 · Incumbent
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 · Task 724 · 08/2018 · Incumbent
Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
Core · Task 728 · 08/2018 · Incumbent
Perform administrative tasks, such as maintaining records and handling policy renewals.
Core · Task 723 · 08/2018 · Incumbent
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Core · Task 718 · 08/2018 · Incumbent
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Core · Task 727 · 08/2018 · Incumbent
Confer with clients to obtain and provide information when claims are made on a policy.
Core · Task 722 · 08/2018 · Incumbent
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 · Task 725 · 08/2018 · Incumbent
Contact underwriter and submit forms to obtain binder coverage.
Core · Task 729 · 08/2018 · Incumbent
Select company that offers type of coverage requested by client to underwrite policy.
Core · Task 726 · 08/2018 · Incumbent
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Core · Task 731 · 08/2018 · Incumbent
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Core · Task 719 · 08/2018 · Incumbent
Calculate premiums and establish payment method.
Core · Task 732 · 08/2018 · Incumbent
Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Supplemental · Task 730 · 08/2018 · Incumbent
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
Supplemental · Task 735 · 08/2018 · Incumbent
Plan and oversee incorporation of insurance program into bookkeeping system of company.
Supplemental · Task 733 · 08/2018 · Incumbent
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
Supplemental · Task 734 · 08/2018 · Incumbent
Install bookkeeping systems and resolve system problems.
Supplemental · Task 736 · 08/2018 · Incumbent
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
Make the shortlist useful
- Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
- For each, write an example you can discuss or a question that would change your understanding of the role.
- Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.
The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.
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Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.