How do they match: Insurance Sales Agents

  • Office Rep
  • Office Representative
  • Cyber Insurance Policy Specialist

  • 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.
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • 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.
  • 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.