O*NET-SOC 41-3021.00

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.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3

Customize insurance programs to suit individual customers, often covering a variety of risks.Core720
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.Core721
Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.Core724
Perform administrative tasks, such as maintaining records and handling policy renewals.Core728
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.Core723
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.Core718
Confer with clients to obtain and provide information when claims are made on a policy.Core727
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.Core722
Contact underwriter and submit forms to obtain binder coverage.Core725
Select company that offers type of coverage requested by client to underwrite policy.Core729
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.Core726
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.Supplemental730
Develop marketing strategies to compete with other individuals or companies who sell insurance.Core731
Calculate premiums and establish payment method.Core719
Plan and oversee incorporation of insurance program into bookkeeping system of company.Supplemental735
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.Supplemental733
Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Core732
Install bookkeeping systems and resolve system problems.Supplemental734
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.Supplemental736

Technology Skills

From O*NET 30.3, 64 examples in 18 categories, 9 Hot Technology

Free · O*NET 30.3

Video creation and editing software

Adobe After EffectsHot Technology
Apple Final Cut Pro
YouTube

Enterprise resource planning ERP software

Advantage Information Systems The Agency Advantage
Agency management software
Agency Master
Agency Software AgencyPro
AMS Services AMS 360
AMS Services AMS Sagitta
Applied Systems The Agency Manager
CoVirt VirtGate
DORIS FILESERVERonline
FINEOS Insure
G2X Agility:Insurance
GBS Agency Expert
Insurance Technologies Corporation InsurancePro
irs-aims MARS
LIDP Consulting Services The Administrator
MI-Assistant MI Management System
Microsoft Dynamics
NaviSys Front Office
North American Software Associates Eclipse
Online Database Solutions Agent Intelligence
QuickQuote QuickFile Agency Management System
Results International Systems Artius Suite
Skywire Software Policyware
Special Agent
Terrace Consulting AgencyInsight
Tritech Financial Systems General Insurance Management System GIMS
United Systems and Software Individual Life and Health Administration System
Vulcan Solutions Vulcan Insurance

Customer relationship management CRM software

Allied Financial Software Act4Advisors
Applied Systems Vision
Benefits Technology Group SalesLogix
CPU Tracker Software CPU Tracker
E-Z Data SmartOffice
Fiserv FSC Manager
Hoffman Computer Systems Amsoft
Infospectrum Quick Insure
InStar Orion
Insurance Systems WebWriter BackOffice
Insurance Technologies ForeSight Enterprise
Tangle S Creations Your Insurance Office

Document management software

Allstar Software Systems Kofax

Financial analysis software

Cygnus Software IncomeMax
Insurance analysis software
Insurance rating software
Underwriting software

Web page creation and editing software

FacebookHot Technology
LinkedIn

Instant messaging software

GroupMe

Medical software

Healthcare common procedure coding system HCPCS
Medical procedure coding software

Data base user interface and query software

Insurance Technology Consultants WOW

Video conferencing software

LogMeIn GoToMeeting
ZoomHot Technology

Spreadsheet software

Microsoft ExcelHot Technology

Office suite software

Microsoft Office softwareHot TechnologyIn Demand

Electronic mail software

Microsoft OutlookHot TechnologyIn Demand

Presentation software

Microsoft PowerPointHot Technology

Operating system software

Microsoft WindowsHot Technology

Word processing software

Microsoft WordHot Technology

Calendar and scheduling software

Scheduling software

Internet browser software

Web browser software

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

Gather customer or product information to determine customer needs.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Identifying Objects, Actions, and Events

Identify potential customers.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Inspecting Equipment, Structures, or Materials

Examine condition of property or products.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Processing Information

Review accuracy of sales or other transactions.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Evaluating Information to Determine Compliance with Standards

Examine documents to verify adherence to requirements.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Making Decisions and Solving Problems

Calculate costs of goods or services.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Thinking Creatively

Develop marketing plans or strategies.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Updating and Using Relevant Knowledge

Study product information to acquire professional knowledge.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Attend events to develop professional knowledge.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Working with Computers

Install computer software.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Resolve computer software problems.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Documenting/Recording Information

Maintain records of sales or other business transactions.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Prepare sales or other contracts.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Interpreting the Meaning of Information for Others

Explain financial information to customers.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Establishing and Maintaining Interpersonal Relationships

Develop professional relationships or networks.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Selling or Influencing Others

Customize financial products or services to meet customer needs.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Sell products or services.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Guiding, Directing, and Motivating Subordinates

Manage information technology projects or system activities.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 5 of 5 AI skills mapped to this activity, by automation level
- Augments 1
- Supports 4
- Backend development feature developmentsickn33/antigravity-awesome-skills605 installsAugments
  Gen Agent Trust Hub Pass
  Runlayer Warn
  Snyk Pass
  Socket Warn
  ZeroLeaks Pass
- Gsd clawclaudeskills.infoSupports
- Engineering manager osclaudeskills.infoSupports
- Pm skills marketplaceclaudeskills.infoSupports
- Notion spec to implementationclaudeskills.infoSupports

Performing Administrative Activities

Take product orders from customers.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Process sales or other transactions.
WFA · Part of the paid plan when accounts open
WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Four: Considerable Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill1 of 20

Distinct tools5

Level mix

Augments 1
Supports 4

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.