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.
- 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.
- 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.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Contact underwriter and submit forms to obtain binder coverage.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Select company that offers type of coverage requested by client to underwrite policy.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
People who work in this occupation generally have the interest code: ECS.
This means people who work in this occupation generally have Enterprising interests, but also prefer Conventional and Social environments.
People who work in this occupation generally prize Relationships, but also value Independence and Achievement in their jobs.
- 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.
- 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.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
- Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
- Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
- Writing - Communicating effectively in writing as appropriate for the needs of the audience.
- Speaking - Talking to others to convey information effectively.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Service Orientation - Actively looking for ways to help people.
- Persuasion - Persuading others to change their minds or behavior.
Most of these occupations require a four-year bachelor's degree, but some do not.
In 2014, the average annual wage in United States was $63,730 with most people making between $25,710 and $119,970
During 2012, this occupation employed approximately 443,400 people in United States. It is projected that there will be 489,300 employed in 2022.
This occupation will have about 4,590 openings due to growth and about 10,430 replacement openings for approximately 15,020 total annual openings.
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collegeSan Joaquin Delta College
onetReal Estate Sales Agents
collegeUniversity of San Francisco
collegeUniversity of Southern California
collegeCollege of San Mateo
onetCounter and Rental Clerks
majorBusiness Administration and Management, General