How do they match: Insurance Sales Agents

  • Account Specialist
  • Cyber Insurance Policy Specialist
  • Enrollment Specialist
  • Group Insurance Special Agent
  • Group Insurance Specialist
  • Health Insurance Specialist
  • Insurance Special Agent
  • Sales Special Agent
  • Sales Specialist

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • 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.

  • Customize financial products or services to meet customer needs.
  • Gather customer or product information to determine customer needs.