How do they match: Insurance Sales Agents

  • Business Account Leader
  • Business Development Representative

  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Install bookkeeping systems and resolve system problems.
  • 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.

  • 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.