Roles · Insurance
AI sales associate
Handles policy renewals, maintains records, and confers with clients to provide information when claims are made on a policy.
Sales associate · What it does
Three tasks it takes off your hands
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- 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.
Where these come from
The tasks of “Insurance Sales Agents” (O*NET 41-3021.00), as O*NET lists them:
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- 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.
Sales associate · Tools and industries
It works in the tools you already use
- Microsoft Office software
- Microsoft Outlook
- Adobe After Effects
- Microsoft Excel
- Microsoft PowerPoint
Industries it fits
Hire this roleRole 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
