How do they match: Insurance Sales Agents

  • Account Executive
  • Account Leader
  • Account Manager
  • Account Representative
  • Account Specialist
  • Account Team Member
  • Accounts Executive
  • Office Rep
  • Office Representative
  • 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.
  • Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  • Install bookkeeping systems and resolve system problems.
  • 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.
  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • Select company that offers type of coverage requested by client to underwrite policy.