Jobs / Sales and marketing / 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.
- US jobs
- 479,100
- Median wage
- $62,280 a year
- Job family
- Sales and marketing
Can agents do the work of insurance sales agents?
We read the evidence for the whole job family, Sales and marketing: Some tasks (no change in 12 months)
Agents complete 20% or more of the tasks (or projects) on a direct benchmark.
Evidence: CRMArena-Pro, 58.3% of tasks completed.
0% of this occupation's work, by O*NET work activities, is measured by a direct benchmark.
- 22%Sell products or servicesNot measured
- 16%Explain financial informationNot measured
- 9%Collect data about consumer needs or opinionsNot measured
- 6%Execute financial transactionsNot measured
- 6%Maintain current knowledge in area of expertiseNot measured
- 6%Prepare documentation for contracts, applications, or permitsNot measured
- 5%Develop business or marketing plansNot measured
- 5%Examine materials or documentation for accuracy or complianceNot measured
Benchmarks for the job family
These cover work in sales and marketing, not always this occupation's tasks.
Direct evidence
Work benchmarks mapped primary to this family. They set the step when they report how many tasks agents complete.
Also relevant
These benchmarks cover part of this family's work, or have no result yet. They do not set its step.
Context only
These benchmarks span many occupations, or they test how agents behave. They give context but do not set the step.
- 1846 EloClaude Opus 5.5 (Adaptive Reasoning, Max Effort, Default Fallback) · 23 Sep 2026Unrated
Typical tasks
From O*NET 31.0. Core tasks first. Few of these tasks have a benchmark today.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- 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.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- 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.
- Contact underwriter and submit forms to obtain binder coverage.
- Select company that offers type of coverage requested by client to underwrite policy.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
Other job titles for this occupation (56)
Insurance Agent · Insurance Broker · Insurance Sales Agent · Sales Agent · Sales Associate · Sales Representative · Underwriting Sales Representative · Account Representative · Account Specialist · Auto Insurance Agent (Automotive Insurance Agent) · Bilingual Insurance Sales Agent · Bond Writer · Burial Agent · Commercial Lines Account Manager · Compensation Agent · Customer Relations Rep (Customer Relations Representative) · Cyber Insurance Policy Specialist · Debit Agent · District Agent · Enrollment Specialist · Estate Planner · Field Marketing Representative · Field Representative · Field Service Representative · Group Insurance Special Agent · Group Insurance Specialist · Health Insurance Agent · Health Insurance Sales Agent · Health Insurance Specialist · Inside Sales Representative · Insurance Agent Team Member · Insurance Producer · Insurance Representative · Insurance Sales Representative (Insurance Sales Rep) · Insurance Salesman · Insurance Salesperson · Insurance Solicitor · Insurance Special Agent · Insurance Specialist · Insurance Verification Specialist · Licensed Health Insurance Agent · Licensed Health Insurance Sales Agent · Licensed Insurance Agent · Licensed Life Insurance Agent · Licensed Medicare Insurance Agent · Life Insurance Agent · Life Insurance Producer · Life Insurance Sales Agent · Life Insurance Sales Representative (Life Insurance Sales Rep) · Life Insurance Salesperson · Network Contractor · Outside Sales Representative · Pension Agent · Sales Special Agent · Sales Specialist · Solicitor