*A job as a Commercial Lines Insurance Agent falls under the broader career category of Insurance Sales Agents. The information on this page will generally apply to all careers in this category but may not specifically apply to this career title.
Job Description
for 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.
Is Insurance Sales Agent the right career path for you?
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Importance | Activities |
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Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time. |
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Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources. |
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Selling or Influencing Others - Convincing others to buy merchandise/goods or to otherwise change their minds or actions. |
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Working with Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. |
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Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work. |
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Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. |
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Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems. |
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Performing for or Working Directly with the Public - Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests. |
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Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. |
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Developing Objectives and Strategies - Establishing long-range objectives and specifying the strategies and actions to achieve them. |
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Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. |
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Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job. |
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Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. |
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Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. |
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Communicating with People Outside the Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. |
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Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others. |
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Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. |
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Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions. |
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Judging the Qualities of Objects, Services, or People - Assessing the value, importance, or quality of things or people. |
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Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. |
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Monitoring Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems. |
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Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used. |
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Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. |
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Providing Consultation and Advice to Others - Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. |
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Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members. |
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Estimating the Quantifiable Characteristics of Products, Events, or Information - Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity. |