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.

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Enterprising

Second Interest High-Point

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Conventional

First Interest High-Point

Third Interest High-Point

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Social

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Realistic

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Investigative

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Artistic

Job Zone Four: Considerable Preparation Needed

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 companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.

Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Confer with clients to obtain and provide information when claims are made on a policy.

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.

Contact underwriter and submit forms to obtain binder coverage.

Select company that offers type of coverage requested by client to underwrite policy.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Develop marketing strategies to compete with other individuals or companies who sell insurance.

Calculate premiums and establish payment method.

Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

Plan and oversee incorporation of insurance program into bookkeeping system of company.

Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

Install bookkeeping systems and resolve system problems.

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.

Desktop computers

Digital cameras

Laptop computers

Laser facsimile machines

Laser printers

Notebook computers

Pen-based computers

Personal computers

Postage meters

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Agency management software

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Apple Final Cut Pro

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Benefits Technology Group SalesLogix

CoVirt VirtGate

CPU Tracker Software CPU Tracker

Cygnus Software IncomeMax

DORIS FILESERVERonline

E-Z Data SmartOffice

Facebook

FINEOS Insure

Fiserv FSC Manager

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Healthcare common procedure coding system HCPCS

Hoffman Computer Systems Amsoft

Infospectrum Quick Insure

InStar Orion

Insurance analysis software

Insurance rating software

Insurance Systems WebWriter BackOffice

Insurance Technologies Corporation InsurancePro

Insurance Technologies ForeSight Enterprise

Insurance Technology Consultants WOW

irs-aims MARS

LIDP Consulting Services The Administrator

LinkedIn

Medical procedure coding software

MI-Assistant MI Management System

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

NaviSys Front Office

North American Software Associates Eclipse

Online Database Solutions Agent Intelligence

QuickQuote QuickFile Agency Management System

Results International Systems Artius Suite

Scheduling software

Skywire Software Policyware

Special Agent

Spreadsheet software

Tangle S Creations Your Insurance Office

Terrace Consulting AgencyInsight

Tritech Financial Systems General Insurance Management System GIMS

Underwriting software

United Systems and Software Individual Life and Health Administration System

Vulcan Solutions Vulcan Insurance

Web browser software

Word processing software

YouTube

Senior Project Director

I was told by a couple of managers and even friends early on in my career that I was too quiet, shy, and even too nice to be a manger or a leader and I should stick with being in an individual contributor role. This ended up being a key motivator for me.

Karen Brown

Senior Project Director

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Technology

Problem Solving

Recommended Education

Hurdles

The Noise I Shed

From Society in General:

Interviewed By

Anonymous Student

Karen Brown

Senior Project Director

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Technology

Problem Solving

Recommended Education

My career is related to what I studied. I'd recommend the path I took:

Hurdles

The Noise I Shed

From Society in General:

Interviewed By

Anonymous Student

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