Unit group 3321

PSOC Unit group 3321 — Insurance representatives

Insurance representatives advise on and sell life, accident, automobile, liability, endowment, fire, marine and other types of insurance to new and established clients. Their tasks include: a) obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and conditions; b) negotiating with customers to determine type and degree of risk for which insurance is required; c) explaining details of insurance and conditions, risk coverage premiums and benefits to customers; d) assisting clients to determine the type and level of coverage required, calculating premiums and establishing method of payment; e) negotiating and placing reinsurance contracts; f) advising on, negotiating terms for and placing insurance contracts for large or special types of projects, installations or risks. Examples of occupations classified here: Assistant underwriter, Export credit insurance underwriting officer, Insurance agent, Insurance adjuster, Insurance adviser, Insurance broker, Insurance examiner, Insurance processor, Insurance underwriter, Insurance/risk officer, Medical underwriter, Underwriting and claims head Some related occupation classified elsewhere: Insurance agency manager - 1346, Insurance assesor - 3315, Insurance clerk - 4312

Level Unit group
Code 3321
Children 0
Source PSOC
Practical summary

What this code covers

Insurance representatives advise on and sell life, accident, automobile, liability, endowment, fire, marine and other types of insurance to new and established clients. Their tasks include: a) obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and conditions; b) negotiating with customers to determine type and degree of risk for which insurance is required; c) explaining details of insurance and conditions, risk coverage premiums and benefits to customers; d) assisting clients to determine the type and level of coverage required, calculating premiums and establishing method of payment; e) negotiating and placing reinsurance contracts; f) advising on, negotiating terms for and placing insurance contracts for large or special types of projects, installations or risks. Examples of occupations classified here: Assistant underwriter, Export credit insurance underwriting officer, Insurance agent, Insurance adjuster, Insurance adviser, Insurance broker, Insurance examiner, Insurance processor, Insurance underwriter, Insurance/risk officer, Medical underwriter, Underwriting and claims head Some related occupation classified elsewhere: Insurance agency manager - 1346, Insurance assesor - 3315, Insurance clerk - 4312

Administrative context

Where this code is used

Use this unit group when the occupation wording needs to sit under Sales and purchasing agents and brokers.

Selection note

How to choose it

Use this node when the job title is more specific than the broader Sales and purchasing agents and brokers grouping.

Industry links

Industries that employ this occupation

These PSIC codes are the closest industry matches for this occupation code based on the current editorial crosswalk.

Primary industries

Primary industries

Also relevant for

Also relevant for

PSIC ↔ PSOC crosswalk: PSIC ↔ PSOC crosswalk. Token-overlap ranking on official titles and descriptions; weak matches omitted. Use the PSIC pages as the industry side of the lookup.

FAQ

What does PSOC 3321 cover?

Insurance representatives advise on and sell life, accident, automobile, liability, endowment, fire, marine and other types of insurance to new and established clients. Their tasks include: a) obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and conditions; b) negotiating with customers to determine type and degree of risk for which insurance is required; c) explaining details of insurance and conditions, risk coverage premiums and benefits to customers; d) assisting clients to determine the type and level of coverage required, calculating premiums and establishing method of payment; e) negotiating and placing reinsurance contracts; f) advising on, negotiating terms for and placing insurance contracts for large or special types of projects, installations or risks. Examples of occupations classified here: Assistant underwriter, Export credit insurance underwriting officer, Insurance agent, Insurance adjuster, Insurance adviser, Insurance broker, Insurance examiner, Insurance processor, Insurance underwriter, Insurance/risk officer, Medical underwriter, Underwriting and claims head Some related occupation classified elsewhere: Insurance agency manager - 1346, Insurance assesor - 3315, Insurance clerk - 4312

Where is PSOC 3321 used in practice?

Use this unit group when the occupation wording needs to sit under Sales and purchasing agents and brokers.

How do I choose PSOC 3321 over nearby options?

Use this node when the job title is more specific than the broader Sales and purchasing agents and brokers grouping.