A Day in the Life: Insurance Agent

Last updated 10 months ago

1 question

Instructions

Read through a Day in the Life of your new job. Use the word bank to drag and drop the missing words into the correct spot to complete the worksheet.

Required

You get to the office at 9:00 am and start the day by responding to client inquiries by phone and email. You call an insurance 1. ______________________  to inquire about accident insurance for a young client. Because the client likes to race speedboats in his free time, the underwriter has determined that he’ll have to pay higher premiums. You record the pricing in the client’s file. You have a coffee break and then focus on the pile of paperwork on your desk. You prepare two insurance quotes for new customers, which outline all of the incidents covered by their policies, and then fill out the 2. ______________________  on their behalf. You call the second client to clarify a couple of answers on the form, and then make copies of the applications and fax them to the clients. At noon, you grab a sandwich with a colleague. While eating in the park nearby, your colleague remarks that social media can be a successful method of 3. ______________________  new clients, especially younger people who have never bought insurance before. You think this is a brilliant idea, and you make a mental note to research the possibilities if you find a quiet moment this afternoon. After lunch, you call several clients to discuss re-evaluating their policies and to suggest new products they might like to add. You make an appointment to meet with one client to discuss changing his life insurance. Next, you review insurance files for two other clients to confirm that they have adequate 4. ______________________ , and then prepare the week’s bills and mail them out. At 3:00 pm, you interview a prospective client to determine which type of insurance 5. ______________________  she needs. You ask many questions and take detailed notes, and then set another meeting date for next week when you will have a sample policy prepared. Once she leaves, you use insurance analysis software to begin narrowing down suitable packages. You have some time left in the day, so you call some contacts for leads about potential new clients. Then you remember what your colleague said about using social media to prospect for more clients, so you research whether other insurance companies have used this method successfully. You make a note to mention the strategy to your manager at the next staff meeting. Before you leave at 5:00 pm, you fill out any remaining paperwork, reshelf the files you have updated, and pull files for the clients you have appointments with in the morning. You love that you give sound 6. ______________________  and help clients develop their financial planning skills in the process. You always encourage them to make decisions that align with their long-term goals, and you are happy to offer them the peace of mind that comes with financial security.