How do they match: Insurance Sales Agents

  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.

  • Explain financial information to customers.
  • Gather customer or product information to determine customer needs.
  • Maintain records of sales or other business transactions.
  • Manage information technology projects or system activities.
  • Study product information to acquire professional knowledge.