Will “Estate Planner” be Replaced By Robots? 🤔
92% Chance of Automation
“Estate Planner” 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
- Enrollment Specialist
- District Sales Coordinator
- District Agent
- Debit Agent
- Customer Service Representative (CSR)
- 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 “Estate Planner”
- 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.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Plan and oversee incorporation of insurance program into bookkeeping system of company.
- Install bookkeeping systems and resolve system problems.
- 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.
- Contact underwriter and submit forms to obtain binder coverage.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Calculate premiums and establish payment method.
- Select company that offers type of coverage requested by client to underwrite policy.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- 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.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- 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.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
Related Technology & Tools
- Digital cameras
- Laptop computers
- Laser facsimile machines
- Personal computers
- Desktop computers
- Notebook computers
- Postage meters
- Laser printers
- Pen-based computers
- FINEOS Insure
- Web browser software
- E-Z Data SmartOffice
- Allstar Software Systems Kofax
- Allied Financial Software Act4Advisors
- G2X Agility:Insurance
- GBS Agency Expert
- North American Software Associates Eclipse
- AMS Services AMS Sagitta
- Insurance Technologies ForeSight Enterprise
- Special Agent
- Cygnus Software IncomeMax
- Insurance rating software
- Adobe Systems Adobe AfterEffects
- Word processing software
- YouTube
- Advantage Information Systems The Agency Advantage
- NaviSys Front Office
- CPU Tracker Software CPU Tracker
- Scheduling software
- CoVirt VirtGate
- QuickQuote QuickFile Agency Management System
- Tangle S Creations Your Insurance Office
- Agency Software AgencyPro
- Skywire Software Policyware
- irs-aims MARS
- Underwriting software
- Online Database Solutions Agent Intelligence
- Microsoft Outlook
- Infospectrum Quick Insure
- Tritech Financial Systems General Insurance Management System GIMS
- Healthcare common procedure coding system HCPCS
- United Systems and Software Individual Life and Health Administration System
- InStar Orion
- Insurance Technologies Corporation InsurancePro
- Microsoft Office
- Applied Systems Vision
- Insurance analysis software
- Benefits Technology Group SalesLogix
- Medical procedure coding software
- Microsoft Excel
- Insurance Systems WebWriter BackOffice
- Insurance Technology Consultants WOW
- Vulcan Solutions Vulcan Insurance
- MI-Assistant MI Management System
- Agency Master
- Agency management software
- Spreadsheet software
- Applied Systems The Agency Manager
- Fiserv FSC Manager
- Terrace Consulting AgencyInsight
- Hoffman Computer Systems Amsoft
- DORIS FILESERVERonline
- Microsoft Word
- AMS Services AMS 360
- LIDP Consulting Services The Administrator
- Results International Systems Artius Suite
- Microsoft PowerPoint