How do they match: Insurance Sales Agents

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  • Plan and oversee incorporation of insurance program into bookkeeping system of company.