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Attend meetings, seminars and programs to learn about
new products and services, learn new skills,
and receive technical assistance in developing
new accounts.
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Calculate premiums and establish payment method.
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Call on policyholders to deliver and explain policy,
to analyze insurance program and suggest
additions or changes, or to change
beneficiaries.
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Confer with clients to obtain and provide information
when claims are made on a policy.
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Contact underwriter and submit forms to obtain binder
coverage.
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Customize insurance programs to suit individual
customers, often covering a variety of risks.
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Develop marketing strategies to compete with other
individuals or companies who sell insurance.
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Ensure that policy requirements are fulfilled,
including any necessary medical examinations
and the completion of appropriate forms.
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Explain features, advantages and disadvantages of
various policies to promote sale of insurance
plans.
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Explain necessary bookkeeping requirements for
customer to implement and provide group
insurance program.
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Inspect property, examining its general condition,
type of construction, age, and other
characteristics, to decide if it is a good
insurance risk.
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Install bookkeeping systems and resolve system
problems.
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Interview 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.
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Monitor insurance claims to ensure they are settled
equitably for both the client and the insurer.
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Perform administrative tasks, such as maintaining
records and handling policy renewals.
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Plan and oversee incorporation of insurance program
into bookkeeping system of company.
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Seek out new clients and develop clientele by
networking to find new customers and generate
lists of prospective clients.
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Select company that offers type of coverage requested
by client to underwrite policy.
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Sell 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.