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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.

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    Work Activities

    Work Activities

    • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    • Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
    • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    • Plan and oversee incorporation of insurance program into bookkeeping system of company.
    • 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.
    • Install bookkeeping systems and resolve system problems.
    • Install bookkeeping systems and resolve system problems.
    • Contact underwriter and submit forms to obtain binder coverage.
    • 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.
    • Confer with clients to obtain and provide information when claims are made on a policy.
    • Perform administrative tasks, such as maintaining records and handling policy renewals.
    • 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.
    • Develop marketing strategies to compete with other individuals or companies who sell insurance.
    • 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.
    • Calculate premiums and establish payment method.
    • Calculate premiums and establish payment method.
    • Select company that offers type of coverage requested by client to underwrite policy.
    • 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.
    • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
    • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
    • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

    Skills

    • Troubleshooting

      Figuring out what is causing equipment, machines, wiring, or computer programs to not work.

    • Mathematics

      Using math to solve problems.

    • Learning Strategies

      Using the best training or teaching strategies for learning new things.

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Complex Problem Solving

      Noticing a problem and figuring out the best way to solve it.

    • Operations Analysis

      Figuring out what a product or service needs to be able to do.

    • Technology Design

      Making equipment and technology useful for customers.

    • Equipment Selection

      Deciding what kind of tools and equipment are needed to do a job.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    • Programming

      Writing computer programs.

    • Operations Monitoring

      Watching gauges, dials, or display screens to make sure a machine is working.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    • Systems Evaluation

      Measuring how well a system is working and how to improve it.

    • Time Management

      Managing your time and the time of other people.

    • Repairing

      Repairing machines or systems using the right tools.

    • Active Listening

      Listening to others, not interrupting, and asking good questions.

    • Speaking

      Talking to others.

    • Critical Thinking

      Thinking about the pros and cons of different ways to solve a problem.

    • Active Learning

      Figuring out how to use new ideas or things.

    • Monitoring

      Keeping track of how well people and/or groups are doing in order to make improvements.

    • Social Perceptiveness

      Understanding people's reactions.

    • Coordination

      Changing what is done based on other people's actions.

    • Negotiation

      Bringing people together to solve differences.

    • Instructing

      Teaching people how to do something.

    • Quality Control Analysis

      Testing how well a product or service works.

    • Operation and Control

      Using equipment or systems.

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Judgment and Decision Making

      Thinking about the pros and cons of different options and picking the best one.

    • Management of Material Resources

      Managing equipment and materials.

    • Reading Comprehension

      Reading work-related information.

    • Writing

      Writing things for co-workers or customers.

    • Science

      Using scientific rules and strategies to solve problems.

    • Service Orientation

      Looking for ways to help people.

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • Systems Analysis

      Figuring out how a system should work and how changes in the future will affect it.

    WorkKeys®

    Applied Math
    5
    Workplace Documents
    6
    Graphic Literacy
    5

    Abilities

    • Oral Expression

      Communicating by speaking.

    • Written Expression

      Communicating by writing.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Near Vision

      Seeing details up close.

    • Wrist-Finger Speed

      Making fast, simple, repeated movements of your fingers, hands, and wrists.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Deductive Reasoning

      Using rules to solve problems.

    • Flexibility of Closure

      Seeing hidden patterns.

    • Auditory Attention

      Paying attention to one sound while there are other distracting sounds.

    • Far Vision

      Seeing details that are far away.

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    • Hearing Sensitivity

      Telling the difference between sounds.

    • Category Flexibility

      Grouping things in different ways.

    • Information Ordering

      Ordering or arranging things.

    • Written Comprehension

      Reading and understanding what is written.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    • Gross Body Coordination

      Moving your arms, legs, and mid-section together while your whole body is moving.

    • Time Sharing

      Doing two or more things at the same time.

    • Perceptual Speed

      Quickly comparing groups of letters, numbers, pictures, or other things.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Control Precision

      Quickly changing the controls of a machine, car, truck or boat.

    • Multilimb Coordination

      Using your arms and/or legs together while sitting, standing, or lying down.

    • Response Orientation

      Quickly deciding if you should move your hand, foot, or other body part.

    • Trunk Strength

      Using your lower back and stomach.

    • Stamina

      Exercising for a long time without getting out of breath.

    • Extent Flexibility

      Bending, stretching, twisting, or reaching with your body, arms, and/or legs.

    • Problem Sensitivity

      Noticing when problems happen.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Oral Comprehension

      Listening and understanding what people say.

    • Selective Attention

      Paying attention to something without being distracted.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Speech Clarity

      Speaking clearly.

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    • Depth Perception

      Deciding which thing is closer or farther away from you, or deciding how far away it is from you.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Rate Control

      Changing when and how fast you move based on how something else is moving.

    • Inductive Reasoning

      Making general rules or coming up with answers from lots of detailed information.

    • Night Vision

      Seeing at night or under low light.

    • Glare Sensitivity

      Seeing something even if there is a glare or very bright light.

    • Spatial Orientation

      Knowing where things are around you.

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Reaction Time

      Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.

    • Dynamic Flexibility

      Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.

    • Originality

      Creating new and original ideas.

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Visualization

      Imagining how something will look after it is moved around or changed.

    • Speech Recognition

      Recognizing spoken words.

    Knowledge

    • Economics and Accounting

      Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

    • Personnel and Human Resources

      Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

    • Computers and Electronics

      Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

    • Engineering and Technology

      Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

    • Design

      Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.

    • Building and Construction

      Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.

    • Mathematics

      Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    • Psychology

      Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.

    • Medicine and Dentistry

      Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.

    • Fine Arts

      Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.

    • Philosophy and Theology

      Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.

    • Law and Government

      Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

    • Sociology and Anthropology

      Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.

    • Therapy and Counseling

      Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.

    • Production and Processing

      Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

    • Food Production

      Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

    • Mechanical

      Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    • Foreign Language

      Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

    • Public Safety and Security

      Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

    • Biology

      Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.

    • Administration and Management

      Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

    • Administrative

      Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

    • Sales and Marketing

      Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

    • Customer and Personal Service

      Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

    • Physics

      Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.

    • Chemistry

      Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.

    • Geography

      Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.

    • Education and Training

      Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

    • History and Archeology

      Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.

    • Telecommunications

      Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

    • Communications and Media

      Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

    • Transportation

      Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.

    Career Video

    Additional videos and more information available on CareerOneStop

    Pay

    • Ohio Annual Salary 58500/yr
    • Typical Salary
    • Ohio Hourly Wage 28.12/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 19,980
    • Yearly Projected Openings 1850

    Typical Education

    Personality

    Enterprising: People interested in this work like activities that include leading, making decisions, and business.They do well at jobs that need:
    • Integrity
    • Independence
    • Attention to Detail
    • Achievement/Effort
    • Dependability
    • Initiative

    Tools

    • Desktop computers
    • Digital cameras
    • Franking or postage machines
    • Laser fax machine
    • Laser printers
    • Notebook computers
    • Personal computers
    • Wearable computing devices

    Technology

    • Calendar and scheduling software
    • Customer relationship management CRM software
    • Data base user interface and query software
    • Document management software
    • Electronic mail software
    • Enterprise resource planning ERP software
    • Financial analysis software
    • Instant messaging software
    • Internet browser software
    • Medical software
    • Office suite software
    • Operating system software
    • Presentation software
    • Spreadsheet software
    • Video conferencing software
    • Video creation and editing software
    • Web page creation and editing software
    • Word processing software

    Tags

    • InDemand occupations are considered a priority by the state of Ohio.
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    Workforce Supply Tool

    Workforce Supply Tool

    The Workforce Supply Tool provides statistics for the occupations in highest demand throughout Ohio.

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