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TASK
Insurance Sales Agents
ID
work_sales/insurance_sales_agents
Type
TASK
Children
19
Child Nodes (19)
ATOMIC
Customize insurance programs to suit individual customers, often covering a variety of risks.
ATOMIC
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.
ATOMIC
Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
ATOMIC
Perform administrative tasks, such as maintaining records and handling policy renewals.
ATOMIC
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
ATOMIC
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
ATOMIC
Confer with clients to obtain and provide information when claims are made on a policy.
ATOMIC
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.
ATOMIC
Contact underwriter and submit forms to obtain binder coverage.
ATOMIC
Select company that offers type of coverage requested by client to underwrite policy.
ATOMIC
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
ATOMIC
Develop marketing strategies to compete with other individuals or companies who sell insurance.
ATOMIC
Calculate premiums and establish payment method.
ATOMIC
Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
ATOMIC
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
ATOMIC
Plan and oversee incorporation of insurance program into bookkeeping system of company.
ATOMIC
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
ATOMIC
Install bookkeeping systems and resolve system problems.
ATOMIC