General Insurance Associate: South Baldwin Chamber of Commerce | U.S. Department of Labor (US DOL) Registered Apprenticeship

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 41-3021.00

Skills

Reading ComprehensionSpeakingActive ListeningCritical ThinkingPersuasionWritingTime ManagementService Orientation

Knowledge

Customer and Personal ServiceSales and MarketingEnglish LanguageMathematicsLaw and Government

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionSpeech ClarityWritten ExpressionSpeech RecognitionNear VisionProblem SensitivityDeductive ReasoningInductive Reasoning

Tasks

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 compan
Explain features, advantages, and disadvantages of various policies to promote sale of insurance pla

Technology

Video creation and editing softwareEnterprise resource planning ERP softwareCustomer relationship management CRM softwareDocument management softwareFinancial analysis software

Tools

Desktop computersDigital camerasLaptop computersLaser facsimile machinesLaser printersNotebook computersPen-based computersPersonal computersPostage meters

Work Values

RelationshipsIndependenceAchievementSupportWorking ConditionsRecognition

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: medium41-3021.00	Insurance Sales Agents	title_inference	$60,370 median$135,660 top	+3.69%	2,110

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: emerging (Level 1)(based on Hybrid Apprenticeship)

Standard insurance policy types — identify and describe key features, advantages, and disadvantages to prospective clients under supervisor guidance in a retail or agency setting.
Client intake interviews — conduct structured data-gathering sessions to collect financial resources, physical condition of property, and existing coverage details under direct oversight.
CRM software — enter and maintain basic client records, policy details, and follow-up tasks as directed within an agency's customer relationship management system.
Insurance program options — match pre-approved policy templates to individual customer profiles using standardized criteria provided by agency supervisors.
Policy documentation — process routine administrative tasks such as filing new applications and handling straightforward policy renewals with close managerial review.
Networking and prospecting lists — assist in generating leads by compiling referral contacts and publicly available directories under the direction of experienced agents.
Claims information — relay initial client-reported claim details to the appropriate internal team, following established agency protocols and scripted communication guides.
Regulatory and compliance basics — recognize state licensing requirements and ethical sales standards applicable to insurance sales in a supervised agency environment.
Video conferencing and instant messaging tools — participate in virtual client meetings and internal team communications using agency-approved digital platforms.
Active listening techniques — apply structured listening protocols during client consultations to accurately capture needs and relay information to senior agents for policy recommendations.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.