How do they match: Insurance Sales Agents

  • Business Development Representative
  • Sales Associate

  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Contact underwriter and submit forms to obtain binder coverage.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

  • Develop marketing plans or strategies.
  • Develop professional relationships or networks.
  • Attend events to develop professional knowledge.