Roles · Insurance

AI insurance sales agent

Customises insurance programs, explains policy features, and maintains records for clients.

Kwame Suzuki“I customise insurance programs and maintain records.”An example character, not a real person.
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Insurance sales agent · What it does

Three tasks it takes off your hands

  1. Customise insurance programs to suit individual customers.
  2. Explain features, advantages, and disadvantages of various policies.
  3. Maintain records and handle policy renewals.
Where these come from

The tasks of “Insurance Sales Agents” (O*NET 41-3021.00), as O*NET lists them:

  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • 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.

Insurance sales agent · Tools and industries

It works in the tools you already use

  • Microsoft Office software
  • Microsoft Outlook
  • Adobe After Effects
  • Facebook
  • Microsoft Excel
  • Microsoft PowerPoint

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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