Description
Advise clients on insurance coverage and risk management across life, health, property and casualty, disability, and long-term care products. Duties include assessing clients' exposures, assets, liabilities, cash flow, existing policies, and goals to determine appropriate coverage and limits. May also quote, apply for, and place policies, and assist with policy service and claims.
Abilities
Verbal Abilities
- • Oral Comprehension
- • Written Comprehension
- • Oral Expression
- • Written Expression
Idea Generation and Reasoning Abilities
- • Fluency of Ideas
- • Originality
- • Problem Sensitivity
- • Deductive Reasoning
- • Inductive Reasoning
- • Information Ordering
- • Category Flexibility
Quantitative Abilities
- • Mathematical Reasoning
- • Number Facility
Visual Abilities
- • Near Vision
Auditory and Speech Abilities
- • Speech Recognition
- • Speech Clarity
Knowledge
Business and Management
- • Economics and Accounting
- • Customer and Personal Service
Mathematics and Science
- • Mathematics
- • Psychology
Arts and Humanities
- • English Language
Skills
Content
- • Reading Comprehension
- • Active Listening
- • Writing
- • Speaking
- • Mathematics
Process
- • Critical Thinking
- • Active Learning
- • Learning Strategies
- • Monitoring
Social Skills
- • Social Perceptiveness
- • Coordination
- • Persuasion
- • Negotiation
- • Instructing
- • Service Orientation
Complex Problem Solving Skills
- • Complex Problem Solving
Systems Skills
- • Judgment and Decision Making
- • Systems Analysis
- • Systems Evaluation
Resource Management Skills
- • Time Management
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
