AI Assistant for Insurance Sales Agents

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

Considerable Preparation Needed

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Core Responsibilities

  • 1Customize insurance programs to suit individual customers, often covering a variety of risks.(Core task)
  • 2Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.(Core task)
  • 3Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.(Core task)
  • 4Perform administrative tasks, such as maintaining records and handling policy renewals.(Core task)
  • 5Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.(Core task)
  • 6Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.(Core task)
  • 7Confer with clients to obtain and provide information when claims are made on a policy.(Core task)
  • 8Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.(Core task)
  • 9Contact underwriter and submit forms to obtain binder coverage.(Core task)
  • 10Select company that offers type of coverage requested by client to underwrite policy.(Core task)

Top Skills Required

Reading Comprehension
Active Listening
Speaking
Critical Thinking
Writing
Persuasion
Time Management
Service Orientation
Negotiation
Social Perceptiveness

Knowledge Areas

Customer and Personal ServiceSales and MarketingEnglish LanguageMathematicsLaw and GovernmentTransportationAdministration and ManagementEducation and Training

Technology & Tools Used

In-Demand Technologies

Adobe After Effects

Other Tools

Advantage Information Systems The Agency AdvantageAgency management softwareAgency MasterAgency Software AgencyProAllied Financial Software Act4AdvisorsAllstar Software Systems KofaxAMS Services AMS 360AMS Services AMS SagittaApple Final Cut ProApplied Systems The Agency ManagerApplied Systems VisionBenefits Technology Group SalesLogixCoVirt VirtGateCPU Tracker Software CPU Tracker

Daily Work Activities

Establishing and Maintaining Interpersonal Relationships
Getting Information
Selling or Influencing Others
Working with Computers
Organizing, Planning, and Prioritizing Work
Evaluating Information to Determine Compliance with Standards
Making Decisions and Solving Problems
Performing for or Working Directly with the Public

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