How do they match: Insurance Sales Agents

  • Office Rep
  • Office Representative
  • 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.
  • Select company that offers type of coverage requested by client to underwrite policy.

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