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.

Also includes

About the Job

Indiana Average Salary $58,910.00
Average Time to Fill 52 days
Typical Education Associate's degree
Typical Experience None
10 Year Projected Openings (2016-2026) 11,589
10 Year Expected Percentage Change (2016-2026) 8.83 %

For more information on the new projection methodology, visit Hoosiers by the Numbers .

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Skills Profile

Essential (Soft) Skills

Essential Skills to Employers

Oral Communication
Attention to Detail
Critical Thinking
Information Gathering
Written Communication
Customer Service
Resource Allocation
Numerical and Arithmetic Application
Following Directions
Conflict Management
Work Ethic

Top Job Duties and Responsibilities

Selling or Influencing Others

Sell products or services
Contact current or potential customers to promote products or services
Sell insurance policies
Solicit orders from established or new customers
Perform sales calls to solicit new business
Deliver promotional or sales presentations to current or prospective customers
Sell securities services
Sell real estate property
Advertise products
Sell services
Sell entertainment or tour packages
Take customer orders
Contract real estate to clients
Demonstrate products, goods, or services to customers or consumers
Distribute promotional literature or samples to customers
Promote products, services, or programs

Getting Information

Gather customer or product information to determine customer needs
Determine customer needs
Access media advertising services
Review insurance policies to determine appropriate coverage
Review travel rate schedules
Obtain customer signature and approval on work orders and jobs
Conduct interviews to gather insurance related information
Conduct interviews to gather financial information
Obtain flight information from dispatcher
Gather information in order to provide services to clients
Review arrival or departure schedules
Conduct interviews to gather real estate or property related information
Review maps to determine location or routes
Research state insurance regulations
Monitor social media to refine business use and strategies
Investigate insurance claims
Investigate customer complaints
Review switching or train orders

Documenting/Recording Information

Maintain records of sales or other business transactions
Maintain customer and account records
Prepare sales or other contracts
Prepare financial reports
Maintain financial records, reports, or files
Maintain insurance records
Maintain telephone logs
Maintain real estate or property related records, reports, or files
Prepare records of customer charges
Prepare billing statements
Prepare documentation for contracts, transactions, or regulatory compliance
Maintain personnel records
Record client's personal data

Analyzing Data or Information

Analyze sales activities or trends
Analyze financial data or information
Evaluate degree of financial risk
Identify financial risks to company
Analyze applicant financial status
Assess financial status of clients
Analyze market conditions or trends
Forecast revenue or sales
Perform financial analysis of organizational resources and health
Analyze financial records or reports to determine state of operations
Employ basic business mathematical formulas
Assess risks to business operations
Determine liability of organization or client
Perform risk assessment analysis
Analyze business or organizational operating practices or procedures
Analyze business, operational, or management reports
Review customer records

Performing Administrative Activities

Execute sales or other financial transactions
Distribute informational bulletins
Answer questions from customers or the public
Process orders for merchandise, supplies, or services
Prepare correspondence relating to financial discrepancies
Answer customer questions about goods or services
Rent items to customer
Perform administrative or clerical duties such as typing, accepting orders, or sorting mail
Process customer transactions

Processing Information

Calculate financial data
Calculate rates for organization's products or services
Calculate insurance premiums or awards
Calculate Return on Investment (ROI)
Calculate monetary exchange
Compute state and federal taxes
Identify investment opportunities or strategies
Compute property equity
Perform basic accounting practices
Compile data or information for financial reports
Identify strategic business investment opportunities

Communicating with Persons Outside Organization

Discuss account status or activity with customers or patrons
Consult with customers concerning needs
Confer with party responsible for individual taxpayer representation
Provide clients, customers, or passengers with travel information
Inform clients of travel restrictions
Adapt response to match client socioeconomic condition
Direct passengers to designated locations
Provide notifications to customers or patrons
Announce information to patrons, passengers, or others
Provide information about facilities
Represent organization at meetings and events

Real-Time Job Posting Statistics

Booster Skills & Certifications

Job Seekers possessing booster skills & certifications, such as those listed below, added to core skills are more marketable, harder to find and expensive to hire.

Hard to Fill: Employers find positions requiring these skills to be hard to fill. These skills and certifications make a job seeker more in demand because the skills are not widely available.

Expensive to Fill: Employers find positions requiring these skills to be expensive to fill. Job seekers with these skills and certifications are likely to earn more money.

Skill or Certification Certi - fication Hard to Fill Expensive to Fill
Product Sales
Sales Management
Outside Sales
Sales Administration
Client Base Retention
Data Entry

Related Licensing Requirements

Licensed Security Salesperson (Licensed Agent of Broker-Dealers) (18-0000000056)

Each license has differing requirements, but in general, a candidate for any of these licenses must: Submit an application. Pay an application fee. Not have been convicted of a crime nor be subject to disciplinary sanctions that would impair the ability to practice competently. Complete certain educational requirements. Licenses are renewed every two years. More detailed information may be obtained directly from the Indiana Secretary of State.

- Secretary of State~Securities Division (3172326681)

Licensed Insurance Agent (18-0000000041)

In order to obtain a license, candidates must: Be at least 18 years of age. Successfully pass the examination administered by the Department of Insurance. Have completed an approved insurance agent program of study not more than six months before application for the license. Pay all application an examination fees. Requirements vary slightly for out-of-state applicants, and applicants from certain regions may be required to present a Surety Bond in favor of Indiana. Licenses are renewed every two years. More detailed information may be obtained from the Indiana Department of Insurance.

- Department of Insurance (3172322385)

Department of Workforce Development Resources