How do they match: Insurance Sales Agents

  • Account Manager
  • Account Executive
  • Account Leader
  • Account Representative
  • Account Specialist
  • Account Team Member
  • Accounts Executive
  • Business Account Leader

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • 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.

  • Manage information technology projects or system activities.
  • Customize financial products or services to meet customer needs.
  • Explain financial information to customers.