Occupation Atlasinsurance broker
ESCO · http://data.europa.eu/esco/occupation/a198de8c-24b1-4002-982f-a57ae6d6c19c
insurance broker
Insurance brokers promote, sell and provide advice on various insurance policies such as life insurance, health insurance, accident insurance and fire insurance to individuals and organisations. They also work as intermediaries between individuals or organisations and insurance companies, and negotiate the best insurance policies for their clients, arranging insurance cover where needed. Insurance brokers engage with new prospective clients, provide them with quotes for their policy needs, assist them in the signing of new insurance contracts and propose specific solutions to their specific problems.
Compare with another occupationCompare with insurance agency manager
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 4: Considerable Preparation Needed
Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ECSEnterprising · Conventional · Social — the three strongest interests, in order
- E Enterprising5.95
- C Conventional5.46
- S Social3.71
- I Investigative2.25
- A Artistic1.09
- R Realistic1.00
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Job Zone and interest data are borrowed from Insurance Sales Agents (41-3021.00): in the official ESCO–O*NET crosswalk, its exact O*NET match, and the best-ranked match that has them. ESCO doesn't publish them directly.
Typically associated skills
Essential (18)
ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.
- actuarial science
- advise on financial matters
- analyse insurance needs
- apply technical communication skills
- calculate insurance rate
- claims procedures
- compare insurance products
- create insurance policies
- handle financial transactions
- inform on insurance products
- insurance law
- insurance market
- principles of insurance
- prospect new customers
- protect client interests
- sales promotion techniques
- sell insurance
- types of insurance
Optional (28)
- analyse claim files
- analyse insurance risk
- apply statistical analysis techniques
- build business relationships
- contract law
- create cooperation modalities
- customer service
- decide on insurance applications
- deliver visual presentation of data
- develop investment portfolio
- file claims with insurance companies
- financial products
- identify clients' needs
- initiate claim file
- maintain records of financial transactions
- maintain relationship with customers
- manage claim files
- manage claims process
- manage contract disputes
- manage contracts
- modern portfolio theory
- monitor legislation developments
- organise a damage assessment
- promote financial products
- provide cost benefit analysis reports
- social security law
- tax legislation
- use data processing techniques
O*NET equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →ESCO occupations that share the most of this occupation's 18 essential skills. A plain count, not a hidden score.
insurance agency manager
9 shared · 26 more of its owncalculate insurance rate, claims procedures, create insurance policies, insurance market
ESCO · Compare
insurance rating analyst
6 shared · 7 more of its owninsurance market, insurance law, principles of insurance, types of insurance
ESCO · Compare
insurance claims handler
6 shared · 13 more of its ownclaims procedures, insurance law, principles of insurance, types of insurance
ESCO · Compare
insurance underwriter
6 shared · 14 more of its ownclaims procedures, create insurance policies, insurance law, principles of insurance
ESCO · Compare
insurance product manager
6 shared · 20 more of its owncreate insurance policies, insurance market, insurance law, principles of insurance
ESCO · Compare
insurance fraud investigator
5 shared · 8 more of its ownclaims procedures, insurance law, principles of insurance, types of insurance
ESCO · Compare
property insurance underwriter
5 shared · 12 more of its ownclaims procedures, insurance law, principles of insurance, types of insurance
ESCO · Compare
stock broker
5 shared · 13 more of its ownprotect client interests, actuarial science, advise on financial matters, handle financial transactions
ESCO · Compare
Use this in your own job architecture
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.