Roles · Insurance

AI underwriting sales representative

Customises insurance programs and sells policies to clients. Maintains records and handles renewals for businesses.

Vikram Saleh“I customise insurance programs and sell policies.”An example character, not a real person.
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Underwriting sales representative · 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 to businesses.
  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.

Underwriting sales representative · 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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