Roles · Insurance

AI insurance broker

Customises insurance programs, sells policies, and maintains records for clients.

Leo Iyer“I sell insurance and keep records.”An example character, not a real person.
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Insurance broker · What it does

Three tasks it takes off your hands

  1. Customise insurance programs to suit individual customers.
  2. Sell various types of insurance 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.
  • 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.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.

Insurance broker · 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) and ANZSCO 2022 (Australian Bureau of Statistics, CC BY 4.0), written in our words. Sources and credits

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