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.
  • Confer with clients to obtain and provide information when claims are made on a policy.

  • Calculate costs of goods or services.
  • Customize financial products or services to meet customer needs.
  • Explain financial information to customers.
  • Gather customer or product information to determine customer needs.
  • Manage information technology projects or system activities.
  • Sell products or services.
  • Study product information to acquire professional knowledge.