Insurance Sales Agents

Does not pass

• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

  reason given most often: no existing check settles it · 9.0% of the role's time · $3.4B

• 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.

  reason given most often: nobody can tell quickly whether it worked · 8.7% of the role's time · $3.3B

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

  reason given most often: no existing check settles it · 8.3% of the role's time · $3.1B

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 7.2% of the role's time · $2.7B

• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

  reason given most often: no existing check settles it · 6.8% of the role's time · $2.5B

• Select company that offers type of coverage requested by client to underwrite policy.

  reason given most often: no existing check settles it · 6.7% of the role's time · $2.5B · passed by Claude Sonnet · the models disagreed

• 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.

  reason given most often: no existing check settles it · 6.2% of the role's time · $2.3B · waiting on a check

• Contact underwriter and submit forms to obtain binder coverage.

  reason given most often: a failure is too expensive · 5.4% of the role's time · $2.0B · passed by Claude Sonnet · the models disagreed

• Develop marketing strategies to compete with other individuals or companies who sell insurance.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 4.7% of the role's time · $1.8B

• Confer with clients to obtain and provide information when claims are made on a policy.

  reason given most often: no existing check settles it · 4.3% of the role's time · $1.6B

• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

  reason given most often: no existing check settles it · 3.6% of the role's time · $1.4B

• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

  reason given most often: nobody can tell quickly whether it worked, and a failure is too expensive · 3.2% of the role's time · $1.2B · passed by Claude Sonnet · the models disagreed

• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 3.0% of the role's time · $1.1B

• Plan and oversee incorporation of insurance program into bookkeeping system of company.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 2.8% of the role's time · $1.0B

• Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

  physical work, outside the screen · 2.3% of the role's time · $872M

• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.

  reason given most often: no existing check settles it · 1.6% of the role's time · $598M · waiting on a check