How do they match: Insurance Sales Agents

  • Calculate premiums and establish payment method.
  • Contact underwriter and submit forms to obtain binder coverage.
  • 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.
  • 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.