Agent assistant vs insurance representative

Differences between agent assistant and insurance representative duties and responsibilities

Agent assistant example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Train in technical support for Hewlett-Packard customers.
• Handle inbound technical support phone calls from Hewlett-Packard notebook customers.
• Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.

Insurance representative example responsibilities.

• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Confer with AAA members to discuss options and plans for the insurance needs of family and services provide.
• Promote AAA insurance to current, former, and potentially new customers by providing quality and accurate product knowledge.
• Assist field agents with Medicare applications, review Medicaid state system regarding eligibility.
• Review medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
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