How do they match: Insurance Sales Agents

  • Health Insurance Agent
  • Health Insurance Sales Agent
  • Health Insurance Specialist
  • Account Manager
  • Customer Service Representative
  • Field Service Representative
  • Licensed Health Insurance Agent
  • Licensed Health Insurance Sales Agent

  • 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.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • 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.

  • Manage information technology projects or system activities.
  • Calculate costs of goods or services.
  • Customize financial products or services to meet customer needs.
  • Sell products or services.