Will “Customer Service Representative (CSR)” be Replaced By Robots? 🤔
92% Chance of Automation
“Customer Service Representative (CSR)” will probably be replaced by robots.
This job is ranked #565 out of #702. A higher ranking (i.e., a lower number) means the job is less likely to be replaced.
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Job Description
Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
Job Details
- The SOC (Standard Occupational Classification) code is 41-3021.00
- The Mean Annual Wage in the U.S. is $ 67,760.00
- The Mean Hourly Wage is $ 32.00
- Currently, there are 385,700 people on this job
☝️ Information based on the reference occupation “Insurance Sales Agents”.
Also Known As…
- Insurance Sales Agents
- Underwriting Sales Representative
- Sales Representative
- Sales Agent
- Producer
- Insurance Sales Agent
- Insurance Broker
- Insurance Agent
- Agent
- Account Manager
- Account Executive
- Surety Bond Agent
- Strategic Account Executive
- Solicitor
- Service Representative
- Selling Underwriter
- Sales Specialist
- Sales Special Agent
- Sales Associate
- Representative
- Policy Writer, Sales
- Placer
- Pension Agent
- Outside Sales Representative
- Organizer
- Network Contractor
- Life Insurance Salesperson
- Life Insurance Agent
- Licensed Insurance Sales Agent
- Insurance Underwriter, Sales
- Insurance Special Agent
- Insurance Solicitor
- Insurance Salesperson
- Insurance Salesman
- Insurance Representative
- Inside Sales Representative
- Home Office Representative
- Health Insurance Specialist
- Health Insurance Sales Agent
- Group Leader
- Group Insurance Specialist
- Group Insurance Special Agent
- Financial Representative
- Field Service Representative
- Field Representative
- Field Marketing Representative
- Estate Planner
- Enrollment Specialist
- District Sales Coordinator
- District Agent
- Debit Agent
- Contact Worker
- Contact Person
- Compensation Agent
- Commercial Lines Insurance Agent
- Business Account Leader
- Burial Agent
- Broker
- Bond Writer
- Accounts Executive
- Account Specialist
- Account Representative
- Account Leader
Tasks for “Customer Service Representative (CSR)”
- Install bookkeeping systems and resolve system problems.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- 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.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Plan and oversee incorporation of insurance program into bookkeeping system of company.
- 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.
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Select company that offers type of coverage requested by client to underwrite policy.
- Calculate premiums and establish payment method.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- Contact underwriter and submit forms to obtain binder coverage.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Related Technology & Tools
- Pen-based computers
- Personal computers
- Notebook computers
- Laser facsimile machines
- Desktop computers
- Digital cameras
- Postage meters
- Laser printers
- Laptop computers
- Underwriting software
- North American Software Associates Eclipse
- Microsoft Word
- Spreadsheet software
- Advantage Information Systems The Agency Advantage
- Tangle S Creations Your Insurance Office
- FINEOS Insure
- CoVirt VirtGate
- Applied Systems Vision
- Allstar Software Systems Kofax
- irs-aims MARS
- Online Database Solutions Agent Intelligence
- LIDP Consulting Services The Administrator
- CPU Tracker Software CPU Tracker
- Special Agent
- Microsoft PowerPoint
- Insurance rating software
- Applied Systems The Agency Manager
- United Systems and Software Individual Life and Health Administration System
- YouTube
- MI-Assistant MI Management System
- Cygnus Software IncomeMax
- Agency management software
- Allied Financial Software Act4Advisors
- GBS Agency Expert
- Microsoft Excel
- Agency Master
- AMS Services AMS 360
- Web browser software
- Terrace Consulting AgencyInsight
- Adobe Systems Adobe AfterEffects
- Results International Systems Artius Suite
- Insurance analysis software
- Microsoft Office
- Hoffman Computer Systems Amsoft
- Insurance Technologies ForeSight Enterprise
- NaviSys Front Office
- Vulcan Solutions Vulcan Insurance
- DORIS FILESERVERonline
- Medical procedure coding software
- Scheduling software
- Infospectrum Quick Insure
- Healthcare common procedure coding system HCPCS
- Tritech Financial Systems General Insurance Management System GIMS
- Benefits Technology Group SalesLogix
- InStar Orion
- Insurance Technologies Corporation InsurancePro
- QuickQuote QuickFile Agency Management System
- AMS Services AMS Sagitta
- Agency Software AgencyPro
- G2X Agility:Insurance
- Word processing software
- Microsoft Outlook
- Fiserv FSC Manager
- Skywire Software Policyware
- E-Z Data SmartOffice
- Insurance Technology Consultants WOW
- Insurance Systems WebWriter BackOffice