How do they match: Insurance Sales Agents

  • Office Rep
  • Office Representative

  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Install bookkeeping systems and resolve system problems.
  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • Select company that offers type of coverage requested by client to underwrite policy.

  • Explain financial information to customers.
  • Gather customer or product information to determine customer needs.
  • Manage information technology projects or system activities.
  • Study product information to acquire professional knowledge.