How Does a Car Insurance Salesman Spend a Workday?

Meeting Clients

The top priority for a car insurance salesman is to meet and sign new policy holders. Most agents attract new customers by advertising in local media (newspapers, radio, television), and through websites. They may also spend a portion of the workday contacting interested parties that come from insurance carrier websites.

Processing Paperwork

In order to sign new customers, the salesman will spend time with a client gathering information such as license numbers, MVR reports, and loss histories from past insurance companies, completing applications, and forwarding things to the insurance carrier for whom they sell policies. Most of the administrative tasks can be passed on to sales staff within the office so that the agent will have more time to meet with more clients.

Assisting Policyholders with Claims

A car insurance salesman may spend time during the workday assisting customers with claims. He may be the first person contacted if a policyholder is unsure of how to proceed. Communicating with the insurance company and claims adjusters can sometimes be necessary in order to give the customer the best service.

Continuing Education

Insurance agents must maintain a certain amount of continuing education credits, as designated by their state of residence. Attending seminars or workshops, or taking online courses can take place during the workday so that the agent can maintain his or her license.

Resources

• Insurance Agent Pre-Licensing Training
• Guide to Insurance Education and Training