How do they match: Insurance Sales Agents

  • Health Insurance Agent
  • Health Insurance Sales Agent
  • Health Insurance Specialist
  • Licensed Health Insurance Agent
  • Licensed Health Insurance Sales Agent

  • 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.

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • 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.

  • 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.