Client Protection Specialist Overview

Required Education and Training To Become a Client Protection Specialist

Best Schools to become a Client Protection Specialist in U.S. 2024

Eastern Gateway Community College

Steubenville, OH

In-State Tuition:$4,115
Out-of-State Tuition:$7,727
Admission Rate:N/A
Graduation Rate:31%
Total Enrollment:30,364

Rio Salado College

Tempe, AZ

In-State Tuition:$2,040
Out-of-State Tuition:$7,824
Admission Rate:N/A
Graduation Rate:10%
Total Enrollment:17,078

CUNY Borough of Manhattan Community College

New York, NY

In-State Tuition:$4,800
Out-of-State Tuition:$7,680
Admission Rate:N/A
Graduation Rate:24%
Total Enrollment:17,444

Santa Ana College

Santa Ana, CA

In-State Tuition:$1,104
Out-of-State Tuition:$8,712
Admission Rate:N/A
Graduation Rate:27%
Total Enrollment:23,852

George Mason University

Fairfax, VA

In-State Tuition:$9,795
Out-of-State Tuition:$33,960
Admission Rate:90%
Graduation Rate:71%
Total Enrollment:39,049

Ferris State University

Big Rapids, MI

In-State Tuition:$13,608
Out-of-State Tuition:$13,608
Admission Rate:88%
Graduation Rate:49%
Total Enrollment:10,072
Client Protection Specialist 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.

Required Skills and Competencies To Become a Client Protection Specialist

Job Duties for Client Protection Specialists

  • Customize insurance programs to suit individual customers, often covering a variety of risks.

  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

  • 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.

Technologies and Skills Used by Client Protection Specialists

Customer relationship management CRM software

  • Applied Systems Vision
  • Tangle S Creations Your Insurance Office

Enterprise resource planning ERP software

  • AMS Services AMS Sagitta
  • Microsoft Dynamics

Video creation and editing software

  • Adobe After Effects
  • YouTube

Basic Skills

  • Listening to others, not interrupting, and asking good questions
  • Reading work related information

Social

  • Looking for ways to help people
  • Talking people into changing their minds or their behavior

Current Job Market and Opportunites for a Client Protection Specialist

Additional Resources To Help You Become a Client Protection Specialist

FAQs About Becoming a Client Protection Specialist