How do they match: Insurance Sales Agents

  • Business Account Leader
  • Business Development Representative
  • Account Specialist
  • Cyber Insurance Policy Specialist
  • Enrollment Specialist
  • Group Insurance Special Agent
  • Group Insurance Specialist
  • Health Insurance Specialist
  • Insurance Special Agent
  • Sales Special Agent
  • Sales Specialist

  • 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.

  • Confer with clients to obtain and provide information when claims are made on a policy.
  • 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.
  • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Select company that offers type of coverage requested by client to underwrite policy.
  • 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.

  • Maintain records of sales or other business transactions.