How do they match: Insurance Sales Agents

  • Customer Service Representative
  • Field Service Representative

  • 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.
  • 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.

  • Calculate costs of goods or services.
  • Customize financial products or services to meet customer needs.
  • Sell products or services.