Selling 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.
Explaining features, advantages and disadvantages of various policies to promote the sale of insurance plans
Customizing insurance programs to suit individual customers, often covering a variety of risks.
Contacting policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
Attending meetings, seminars and programs to learn about new products and services. Learning new skills and receiving technical assistance in developing new accounts.
Developing marketing strategies to compete with other individuals or companies who sell insurance.
Ensuring that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Monitoring claims to ensure they are settled equitably for both the client and the insurer.
Performing administrative tasks, such as collecting premiums, maintaining records and handling policy renewals.