# 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.
- **Entity Type:** role
- **Schema Version:** role.v1
- **Soc Code:** 41-3021.00
- **Summary:** 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.

## Aliases

- Insurance Agent
- Insurance Broker
- Sales Agent
- Sales Representative
- Insurance Sales Agent
- Sales Associate
- Underwriting Sales Representative
- Account Representative
- Account Specialist
- Auto Insurance Agent (Automotive Insurance Agent)
- Bilingual Insurance Sales Agent
- Bond Writer

## Tasks

| Text | Type | Iwa |
| --- | --- | --- |
| Customize insurance programs to suit individual customers, often covering a variety of risks. | Core | 4.A.4.a.6.b |
| 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. | Core | 4.A.4.a.6.b |
| Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans. | Core | 4.A.4.a.1.d |
| Perform administrative tasks, such as maintaining records and handling policy renewals. | Core | 4.A.3.b.6.j |
| Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. | Core | 4.A.1.b.1.b |
| Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. | Core | 4.A.4.a.1.d |
| Confer with clients to obtain and provide information when claims are made on a policy. | Core | 4.A.1.a.1.n |
| 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. | Core | 4.A.1.a.1.n |
| Contact underwriter and submit forms to obtain binder coverage. | Core | 4.A.3.b.6.m |
| Select company that offers type of coverage requested by client to underwrite policy. | Core | 4.A.4.a.6.b |
| Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. | Core | 4.A.2.a.3.a |
| Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. | Supplemental | 4.A.2.a.2.a |

## Emerging Tasks


## Activities

| Name | Iwa |
| --- | --- |
| Explain financial information to customers. | 4.A.4.a.1.d |
| Customize financial products or services to meet customer needs. | 4.A.4.a.6.b |
| Calculate costs of goods or services. | 4.A.2.b.1.a |
| Process sales or other transactions. | 4.A.4.c.1.c |
| Sell products or services. | 4.A.4.a.6.b |
| Gather customer or product information to determine customer needs. | 4.A.1.a.1.n |
| Identify potential customers. | 4.A.1.b.1.b |
| Develop professional relationships or networks. | 4.A.4.a.4.a |
| Prepare sales or other contracts. | 4.A.3.b.6.m |
| Examine documents to verify adherence to requirements. | 4.A.2.a.3.a |
| Maintain records of sales or other business transactions. | 4.A.3.b.6.j |
| Take product orders from customers. | 4.A.4.c.1.c |
| Review accuracy of sales or other transactions. | 4.A.2.a.2.a |
| Develop marketing plans or strategies. | 4.A.2.b.2.c |
| Attend events to develop professional knowledge. | 4.A.2.b.3.a |
| Study product information to acquire professional knowledge. | 4.A.2.b.3.a |
| Examine condition of property or products. | 4.A.1.b.2.j |
| Install computer software. | 4.A.3.b.1.c |
| Resolve computer software problems. | 4.A.3.b.1.d |
| Manage information technology projects or system activities. | 4.A.4.b.4.e |

## Capabilities

| Name | Family | Value |
| --- | --- | --- |
| Customer and Personal Service | knowledge | 4.69 |
| Sales and Marketing | knowledge | 4.62 |
| English Language | knowledge | 4.1 |
| Reading Comprehension | essential_skill | 4 |
| Oral Comprehension | ability | 4 |
| Written Comprehension | ability | 4 |
| Oral Expression | ability | 4 |
| Active Listening | essential_skill | 3.88 |
| Speaking | essential_skill | 3.88 |
| Critical Thinking | essential_skill | 3.75 |
| Speech Clarity | ability | 3.75 |
| Writing | essential_skill | 3.62 |
| Persuasion | transferable_skill | 3.62 |
| Written Expression | ability | 3.62 |
| Speech Recognition | ability | 3.62 |
| Mathematics | knowledge | 3.58 |
| Law and Government | knowledge | 3.54 |
| Time Management | transferable_skill | 3.5 |
| Near Vision | ability | 3.5 |
| Transportation | knowledge | 3.46 |
| Administration and Management | knowledge | 3.39 |
| Service Orientation | transferable_skill | 3.38 |
| Negotiation | transferable_skill | 3.25 |
| Problem Sensitivity | ability | 3.25 |
| Deductive Reasoning | ability | 3.25 |
| Social Perceptiveness | transferable_skill | 3.12 |
| Inductive Reasoning | ability | 3.12 |
| Information Ordering | ability | 3.12 |
| Category Flexibility | ability | 3.12 |
| Mathematical Reasoning | ability | 3.12 |
| Education and Training | knowledge | 3.09 |
| Communications and Media | knowledge | 3.07 |
| Mathematics | essential_skill | 3 |
| Active Learning | essential_skill | 3 |
| Coordination | transferable_skill | 3 |
| Judgment and Decision Making | transferable_skill | 3 |
| Number Facility | ability | 3 |
| Computers and Electronics | knowledge | 2.9 |
| Monitoring | essential_skill | 2.88 |
| Complex Problem Solving | transferable_skill | 2.88 |

## Skills

| Name | Type |
| --- | --- |
| English Language | Common Skill |
| Reading Comprehension | Common Skill |
| Active Listening | Common Skill |
| Critical Thinking | Common Skill |
| Writing | Common Skill |
| Speech Recognition | Specialized Skill |
| Mathematics | Common Skill |
| Time Management | Common Skill |
| Microsoft Outlook | Common Skill |
| Negotiation | Common Skill |
| Deductive Reasoning | Common Skill |
| Social Perceptiveness | Common Skill |
| Information Ordering | Specialized Skill |
| Inductive Reasoning | Common Skill |
| Microsoft Word | Common Skill |
| Microsoft Windows | Common Skill |
| Microsoft PowerPoint | Common Skill |
| Microsoft Excel | Common Skill |
| Facebook | Specialized Skill |
| Adobe After Effects | Specialized Skill |
| Active Learning | Common Skill |
| Complex Problem Solving | Common Skill |
| Systems Analysis | Specialized Skill |
| Learning Strategies | Specialized Skill |
| Instructing | Specialized Skill |
| Telecommunications | Specialized Skill |
| Psychology | Specialized Skill |
| Visualization | Specialized Skill |
| Microsoft Dynamics | Specialized Skill |
| LinkedIn | Specialized Skill |
| Geography | Specialized Skill |
| Finger Dexterity | Common Skill |
| Depth Perception | Common Skill |
| Chemistry | Specialized Skill |
| Foreign Language | Common Skill |
| Physics | Specialized Skill |
| Biology | Specialized Skill |
| Presentation Software | Specialized Skill |
| Medical Software | Specialized Skill |
| Installation | Specialized Skill |

## Tools

| Example | Category | Hot | In Demand |
| --- | --- | --- | --- |
| Microsoft Office software | Office suite software | yes | yes |
| Microsoft Outlook | Electronic mail software | yes | yes |
| Adobe After Effects | Video creation and editing software | yes | no |
| Facebook | Web page creation and editing software | yes | no |
| Microsoft Excel | Spreadsheet software | yes | no |
| Microsoft PowerPoint | Presentation software | yes | no |
| Microsoft Windows | Operating system software | yes | no |
| Microsoft Word | Word processing software | yes | no |
| Zoom | Video conferencing software | yes | no |
| Advantage Information Systems The Agency Advantage | Enterprise resource planning ERP software | no | no |
| Agency management software | Enterprise resource planning ERP software | no | no |
| Agency Master | Enterprise resource planning ERP software | no | no |
| Agency Software AgencyPro | Enterprise resource planning ERP software | no | no |
| Allied Financial Software Act4Advisors | Customer relationship management CRM software | no | no |
| Allstar Software Systems Kofax | Document management software | no | no |
| AMS Services AMS 360 | Enterprise resource planning ERP software | no | no |
| AMS Services AMS Sagitta | Enterprise resource planning ERP software | no | no |
| Apple Final Cut Pro | Video creation and editing software | no | no |
| Applied Systems The Agency Manager | Enterprise resource planning ERP software | no | no |
| Applied Systems Vision | Customer relationship management CRM software | no | no |
| Benefits Technology Group SalesLogix | Customer relationship management CRM software | no | no |
| CoVirt VirtGate | Enterprise resource planning ERP software | no | no |
| CPU Tracker Software CPU Tracker | Customer relationship management CRM software | no | no |
| Cygnus Software IncomeMax | Financial analysis software | no | no |
| DORIS FILESERVERonline | Enterprise resource planning ERP software | no | no |
| E-Z Data SmartOffice | Customer relationship management CRM software | no | no |
| FINEOS Insure | Enterprise resource planning ERP software | no | no |
| Fiserv FSC Manager | Customer relationship management CRM software | no | no |
| G2X Agility:Insurance | Enterprise resource planning ERP software | no | no |
| GBS Agency Expert | Enterprise resource planning ERP software | no | no |
| GroupMe | Instant messaging software | no | no |
| Healthcare common procedure coding system HCPCS | Medical software | no | no |
| Hoffman Computer Systems Amsoft | Customer relationship management CRM software | no | no |
| Infospectrum Quick Insure | Customer relationship management CRM software | no | no |
| InStar Orion | Customer relationship management CRM software | no | no |
| Insurance analysis software | Financial analysis software | no | no |
| Insurance rating software | Financial analysis software | no | no |
| Insurance Systems WebWriter BackOffice | Customer relationship management CRM software | no | no |
| Insurance Technologies Corporation InsurancePro | Enterprise resource planning ERP software | no | no |
| Insurance Technologies ForeSight Enterprise | Customer relationship management CRM software | no | no |

## Work Context

| Name | Value |
| --- | --- |
| Telephone Conversations | 5 |
| E-Mail | 5 |
| Deal With External Customers or the Public in General | 4.97 |
| Face-to-Face Discussions with Individuals and Within Teams | 4.93 |
| Frequency of Decision Making | 4.81 |
| Contact With Others | 4.73 |
| Importance of Being Exact or Accurate | 4.7 |
| Spend Time Sitting | 4.6 |
| Time Pressure | 4.52 |
| Impact of Decisions on Co-workers or Company Results | 4.43 |
| Determine Tasks, Priorities and Goals | 4.11 |
| Indoors, Environmentally Controlled | 4.06 |
| Freedom to Make Decisions | 3.88 |
| Written Letters and Memos | 3.87 |
| Level of Competition | 3.85 |
| Importance of Repeating Same Tasks | 3.79 |
| Work With or Contribute to a Work Group or Team | 3.67 |
| In an Enclosed Vehicle or Operate Enclosed Equipment | 3.5 |
| Conflict Situations | 3.45 |
| Physical Proximity | 3.44 |
| Coordinate or Lead Others in Accomplishing Work Activities | 3.26 |
| Dealing With Unpleasant, Angry, or Discourteous People | 3.14 |
| Consequence of Error | 2.98 |
| Degree of Automation | 2.76 |
| Outdoors, Exposed to All Weather Conditions | 2.35 |
| Public Speaking | 2.22 |
| Spend Time Making Repetitive Motions | 2.16 |
| Work Outcomes and Results of Other Workers | 2.14 |
| Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable | 2.14 |
| Indoors, Not Environmentally Controlled | 2.06 |
| Spend Time Standing | 1.92 |
| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls | 1.91 |
| Health and Safety of Other Workers | 1.82 |
| Exposed to Cramped Work Space, Awkward Positions | 1.77 |
| Spend Time Walking or Running | 1.74 |
| Exposed to Contaminants | 1.71 |
| Exposed to Extremely Bright or Inadequate Lighting Conditions | 1.69 |
| Outdoors, Under Cover | 1.64 |
| Exposed to Very Hot or Cold Temperatures | 1.39 |
| Exposed to Disease or Infections | 1.38 |

## Preparation

- **Job Zone:** 4
- **Job Zone Name:** Job Zone Four: Considerable Preparation Needed
- **Education:** Most of these occupations require a four-year bachelor's degree, but some do not.
- **Experience:** A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
- **Svp Range:** (7.0 to < 8.0)

### Education Distribution

| Label | Percentage |
| --- | --- |
| Associate's Degree (or other 2-year degree) | 15.76 |
| High School Diploma | 14.79 |
| Post-Secondary Certificate | 14.5 |
| Some College Courses | 8.05 |
| Post-Baccalaureate Certificate | 7.43 |

## Person Fit

| Name | Family | Value |
| --- | --- | --- |
| Dependability | work_style | 8 |
| Attention to Detail | work_style | 7 |
| Sales | specific_interest_area | 6.57 |
| Integrity | work_style | 6 |
| Enterprising | career_interest_type | 5.95 |
| Conventional | career_interest_type | 5.46 |
| Achievement Orientation | work_style | 5 |
| Social Orientation | work_style | 4 |
| Business Initiatives | specific_interest_area | 3.98 |
| Finance | specific_interest_area | 3.78 |
| Social | career_interest_type | 3.71 |
| Office Work | specific_interest_area | 3.66 |
| Public Speaking | specific_interest_area | 3.53 |
| Marketing/Advertising | specific_interest_area | 3.22 |
| Perseverance | work_style | 3 |
| Personal Service | specific_interest_area | 2.93 |

## Related Roles

| Soc Code | Slug | Title | Tier |
| --- | --- | --- | --- |
| 41-3091.00 | role-41-3091-00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel | Primary-Short |
| 43-9041.00 | role-43-9041-00 | Insurance Claims and Policy Processing Clerks | Primary-Short |
| 43-4051.00 | role-43-4051-00 | Customer Service Representatives | Primary-Short |
| 13-2052.00 | role-13-2052-00 | Personal Financial Advisors | Primary-Short |
| 41-3031.00 | role-41-3031-00 | Securities, Commodities, and Financial Services Sales Agents | Primary-Short |
| 13-2053.00 | role-13-2053-00 | Insurance Underwriters | Primary-Long |
| 13-2072.00 | role-13-2072-00 | Loan Officers | Primary-Long |
| 43-4041.00 | role-43-4041-00 | Credit Authorizers, Checkers, and Clerks | Primary-Long |
| 13-2071.00 | role-13-2071-00 | Credit Counselors | Primary-Long |
| 13-2051.00 | role-13-2051-00 | Financial and Investment Analysts | Primary-Long |
| 13-1031.00 | role-13-1031-00 | Claims Adjusters, Examiners, and Investigators | Supplemental |
| 43-4061.00 | role-43-4061-00 | Eligibility Interviewers, Government Programs | Supplemental |

## Career Clusters

| Cluster | Slug |
| --- | --- |
| Financial Services | financial-services |

## Education Level

- **Category:** High school diploma or equivalent

## Study Programs

| Title | Slug |
| --- | --- |
| Business, Management, Marketing, and Related Support Services | business-management-marketing-and-related-support-services |

## Market

- **Median Wage:** 60370
- **Mean Wage:** 81510
- **Pct10Wage:** 36390
- **Pct25Wage:** 45520
- **Pct75Wage:** 91150
- **Pct90Wage:** 135660
- **Employment:** 469480
- **Area Title:** U.S.

## Industries


### Top

| Naics | Slug | Title | Level | Employment | Median Wage | Lq |
| --- | --- | --- | --- | --- | --- | --- |
| 52 | 52 | Finance and Insurance | Sector | 451930 | 60400 | 23.84 |
| 524210 | 524210 | Insurance Agencies and Brokerages | National industry | 353250 | 59580 | 117.16 |
| 524114 | 524114 | Direct Health and Medical Insurance Carriers | National industry | 21460 | 74060 | 15.69 |
| 56 | 56 | Administrative and Support and Waste Management and Remediation Services | Sector | 6830 | 46390 | 0.25 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 3600 | 80250 | 0.42 |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 2490 | 57000 | 0.08 |
| 44-45 | 44-45 | Retail Trade | Sector | 1760 | 39680 | 0.04 |
| 53 | 53 | Real Estate and Rental and Leasing | Sector | 640 | 46940 | 0.09 |
| 561320 | 561320 | Temporary Help Services | National industry | 240 | 57130 | 0.03 |
| 62 | 62 | Health Care and Social Assistance | Sector | 230 | 66820 | 0 |
| 81 | 81 | Other Services (except Public Administration) | Sector | 220 | 48530 | 0.02 |
| 31-33 | 31-33 | Manufacturing | Sector | 50 |  |  |

### Concentrated

| Naics | Slug | Title | Level | Employment | Lq |
| --- | --- | --- | --- | --- | --- |
| 524210 | 524210 | Insurance Agencies and Brokerages | National industry | 353250 | 117.16 |
| 52 | 52 | Finance and Insurance | Sector | 451930 | 23.84 |
| 524114 | 524114 | Direct Health and Medical Insurance Carriers | National industry | 21460 | 15.69 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 3600 | 0.42 |
| 56 | 56 | Administrative and Support and Waste Management and Remediation Services | Sector | 6830 | 0.25 |
| 53 | 53 | Real Estate and Rental and Leasing | Sector | 640 | 0.09 |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 2490 | 0.08 |
| 44-45 | 44-45 | Retail Trade | Sector | 1760 | 0.04 |
- **Count:** 13

## Ai Signals

| Source | Label | Score | Scale | Release |
| --- | --- | --- | --- | --- |
| frey_osborne | Computerization probability | 0.92 | 0-1 probability | 2013-baseline-2016-employment-snapshot |
| felten_aioe | AI occupational exposure | 1.341258 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_image_generation_aioe | Image generation occupational exposure | 0.6781299 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_language_modeling_aioe | Language modeling occupational exposure | 1.426945 | relative exposure score | 2021-plus-generative-ai-workbooks |

## Ai Outlook


### Index

- **Value:** 87
- **Percentile:** 93
- **Band:** High
- **Version:** ai-exposure-index-v1

#### Components

| Percentile | Source |
| --- | --- |
| 91 | felten_aioe |
| 95 | openai_gpts_are_gpts |
| 75 | microsoft_working_with_ai |
- **Component Count:** 3

### Exposure

| Source | Label | Value | Percentile | Band | Note |
| --- | --- | --- | --- | --- | --- |
| felten_aioe | Overall AI exposure (Felten et al.) | 1.341258 | 91 | High | How much this job's abilities overlap with what AI systems can do, across many AI capabilities. A relative research score, not a forecast of job loss. |
| eloundou_gamma | LLM task exposure, γ (OpenAI / Eloundou) | 1 | 95 | High | Share of this job's tasks where a large language model plus simple tools could cut the time to do them by at least half. γ is capped at 1.0 and many jobs reach that ceiling, so treat a top score as 'in the top group', not a precise rank. |
| microsoft_applicability | AI assistant applicability (Microsoft) | 0.22776308703539797 | 75 | High | How applicable today's AI assistants are to this job's activities, measured from real Microsoft Copilot conversations. Applicability is not the same as replacement. |

### Frey Historical

- **Source:** frey
- **Label:** Computerization probability (Frey & Osborne, 2013)
- **Value:** 0.92
- **Percentile:** 82
- **Band:** High
- **Note:** A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
- **Teleworkable:** yes

### Eloundou

- **Alpha:** 0.15151515151515152
- **Beta:** 0.5757575757575758
- **Gamma:** 1

### Usage Tasks

| Task | Usage Percent | Importance |
| --- | --- | --- |
| Customize insurance programs to suit individual customers, often covering a variety of risks. | 0.01509804485454523 | 4.43 |
| Explain necessary bookkeeping requirements for customer to implement and provide group insurance program. | 0.011914103422634333 | 3.32 |
| Develop marketing strategies to compete with other individuals or companies who sell insurance. | 0.008524746414471117 | 3.9 |
| Confer with clients to obtain and provide information when claims are made on a policy. | 0.0033893570081632153 | 4.08 |
| Install bookkeeping systems and resolve system problems. | 0.0017460323981446867 | 3.34 |
| 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. | 0.0016433246100185286 | 4.06 |
- **Usage Release:** 2026-01-15-v4-plus-2025-03-27-v2

### Bls

- **Growth Percent:** 3.7
- **Growth Percentile:** 61
- **Direction:** About average
- **Annual Openings Thousands:** 47
- **Annual Openings Percentile:** 89
- **Employment2024Thousands:** 568.8
- **Employment2034Thousands:** 589.8

### Sources

| Source | Version |
| --- | --- |
| bls_employment_projections | 2024-2034 |
| dingel_neiman | dingel-neiman-workathome |
| felten_aioe | felten-raj-seamans-aioe |
| frey_osborne | frey-osborne-automation |
| microsoft_working_with_ai | working-with-ai |
| openai_gpts_are_gpts | gpts-are-gpts |

## Ai Playbook

- **Trusted Task Count:** 5
- **Task Count:** 9
- **Total Sample:** 476
- **Autonomy Median:** 3
- **Dominant Collaboration:** learning
- **Automation Share:** 26.09
- **Augmentation Share:** 59.33
- **Work Use Percent:** 40.66

### Collaboration

| Label | Percent |
| --- | --- |
| learning | 41.43 |
| directive | 26.09 |
| task iteration | 17.9 |

### Use Case

| Label | Percent |
| --- | --- |
| personal | 45.78 |
| work | 40.66 |
| coursework | 8.18 |

### Delegated Tasks

| Task | Usage Percent | Collaboration | Autonomy Median | Sample Count |
| --- | --- | --- | --- | --- |
| 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. | 0.009401175146893362 | directive | 3 | 94 |
| Customize insurance programs to suit individual customers, often covering a variety of risks. | 0.008701087635954495 | task iteration | 4 | 87 |
| Explain necessary bookkeeping requirements for customer to implement and provide group insurance program. | 0.008001000125015627 | learning | 3 | 80 |
| Confer with clients to obtain and provide information when claims are made on a policy. | 0.007600950118764846 | learning | 3 | 76 |
| Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. | 0.005400675084385548 | learning | 3 | 54 |

### Boundary Tasks

| Task | Human Needed Percent | Sample Count |
| --- | --- | --- |
| Confer with clients to obtain and provide information when claims are made on a policy. | 100 | 76 |
| 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. | 98.93617021276596 | 94 |
| Explain necessary bookkeeping requirements for customer to implement and provide group insurance program. | 98.75 | 80 |
| Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. | 96.29629629629629 | 54 |
| Customize insurance programs to suit individual customers, often covering a variety of risks. | 91.95402298850574 | 87 |

### Seed Prompts

| Prompt | Collaboration |
| --- | --- |
| Do this for me: 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. Give me a finished draft I can review and adjust. | directive |
| Let's work through this together, step by step: customize insurance programs to suit individual customers, often covering a variety of risks. I'll give feedback as we go. | task iteration |
| Teach me how to explain necessary bookkeeping requirements for customer to implement and provide group insurance program, then check my work as I try it myself. | learning |
| Teach me how to confer with clients to obtain and provide information when claims are made on a policy, then check my work as I try it myself. | learning |
| Teach me how to call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries, then check my work as I try it myself. | learning |
- **Release:** 2026-01-15-v4-plus-2025-03-27-v2

## Counts

- **Tasks:** 19
- **Skills:** 43
- **Capabilities:** 120
- **Tools:** 64
- **Related Roles:** 20

## Source

- **Dataset:** gold.onet_role_starter_surface
- **Version:** 30.3
- **Generated At:** 2026-06-02T21:00:32.945303+00:00
- **Content Hash:** 5a81cf1881f79cef