How do they match: Insurance Sales Agents

  • Customer Service Representative
  • Field Service Representative

  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • 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.

  • Customize financial products or services to meet customer needs.
  • Calculate costs of goods or services.
  • Explain financial information to customers.
  • Gather customer or product information to determine customer needs.
  • Identify potential customers.
  • Sell products or services.
  • Take product orders from customers.