How do they match: Insurance Sales Agents

  • Business Account Leader
  • Business Development Representative
  • Account Manager
  • Commercial Lines Account Manager

  • 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.
  • 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.

  • Manage information technology projects or system activities.
  • Customize financial products or services to meet customer needs.
  • Explain financial information to customers.
  • Maintain records of sales or other business transactions.