How do they match: Insurance Sales Agents

  • 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

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • 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.