Insurance agency manager
Also known as: insurance branch managers, insurance institution manager, insurance services branch managers, insurance agent, life insurance agency manager, insurance institution managers
About this occupation
Insurance agency managers coordinate and oversee the operations of an institution or a branch of an institution that offers insurance services. They provide clients with advice on insurance products.
Essential skills and knowledge
- analyse financial performance of a company
- coordinate operational activities
- calculate insurance rate
- develop an organisational structure
- principles of insurance
- advise on financial matters
- follow company standards
- apply technical communication skills
- manage staff
- claims procedures
- insurance market
- create a financial plan
Typical tasks and preparation
From the related US occupation profile Insurance Claims and Policy Processing Clerks (O*NET 43-9041.00). Linked by an official crosswalk: related, not identical; details vary by country.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Typical education (US)
- High School Diploma or the equivalent (such as a GED)
- Preparation
- Job Zone 2 of 5
- Interests
- Conventional, Enterprising, Social
Top skills: Reading Comprehension, Time Management, Speaking, Active Listening, Critical Thinking, Writing
US median pay: US$49,230 a year (2025), 214,260 employed. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics.
Subjects this work relies on
How important each subject's knowledge is in the job itself, rated by people doing it (1 to 5).
- English or Literature in EnglishO*NET: English LanguageVery important (3.6)
- Computer StudiesO*NET: Computers and ElectronicsImportant (3.0)
O*NET data describe work in the United States; requirements differ by country. 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. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.
Preparation needed
Job Zone 1-2: Very Little to Some Preparation Needed
- Most common education (US)
- High School Diploma or the equivalent (such as a GED)
- Education
- Usually requires a high school diploma or GED, though some occupations may not.
- Experience
- Some occupations may need little or no previous experience; others require several months to a year of experience. For example, landscaping and groundskeeping workers might require very little training or previous experience, while agricultural equipment operators can benefit from on-the job training.
- Training
- Ranges from a few days to one year of on-the-job training.
O*NET data describe work in the United States; requirements differ by country. 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. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.
Related occupations
Occupations O*NET links to this one by similar work, skills and knowledge.
- Customer Service Representatives
- Credit Authorizers, Checkers, and Clerks
- Eligibility Interviewers, Government Programs
- Billing and Posting Clerks
- Loan Interviewers and Clerks
- Bookkeeping, Accounting, and Auditing Clerks
- Correspondence Clerks
- Office Clerks, General
- Brokerage Clerks
- New Accounts Clerks
O*NET data describe work in the United States; requirements differ by country. 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. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.