How do they match: Insurance Sales Agents

  • Insurance Sales Agents

  • Insurance Representative
  • Insurance Agent
  • Insurance Agent Team Member
  • Insurance Broker
  • Insurance Producer
  • Insurance Sales Representative
  • Insurance Sales Agent
  • Insurance Sales Rep
  • Insurance Salesman
  • Insurance Salesperson
  • Insurance Solicitor
  • Insurance Special Agent
  • Account Representative
  • Business Development Representative
  • Customer Service Representative
  • Cyber Insurance Policy Specialist
  • Field Representative
  • Field Service Representative
  • Field Marketing Representative
  • Group Insurance Special Agent
  • Group Insurance Specialist
  • Health Insurance Agent
  • Health Insurance Sales Agent
  • Health Insurance Specialist
  • Inside Sales Representative
  • Licensed Insurance Agent
  • Licensed Health Insurance Agent
  • Licensed Health Insurance Sales Agent
  • Licensed Life Insurance Agent
  • Licensed Medicare Insurance Agent
  • Life Insurance Agent
  • Life Insurance Sales Agent
  • Life Insurance Salesperson
  • Office Representative
  • Outside Sales Representative
  • Sales Representative
  • Underwriting Sales Representative

  • Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

  • 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.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • 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.
  • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  • 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.
  • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • 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.

  • Calculate costs of goods or services.
  • Customize financial products or services to meet customer needs.
  • Sell products or services.