| Advises
clients of broker (independent agent) in selecting casualty, life,
or property insurance. |
| Calls on
policyholders to deliver and explain policy, to suggest additions or
changes in insurance program, or to change beneficiaries. |
| Discusses
advantages and disadvantages of various policies. |
| Explains
group insurance programs to promote sale of insurance plan. |
| Selects
company that offers type of coverage requested by client to
underwrite policy. |
| Explains
necessary bookkeeping requirements for customer to implement and
provide group insurance program. |
| Contacts
underwriter and submits forms to obtain binder coverage. |
| Establishes
client's method of payment. |
| Plans and
oversees incorporation of insurance program into bookkeeping system
of company. |
| Installs
bookkeeping systems and resolves system problems. |