Bookkeeping service sales agent vs navigator

Differences between bookkeeping service sales agent and navigator duties and responsibilities

Bookkeeping service sales agent 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.
• Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions.

Navigator example responsibilities.

• Utilize EMR data to identify patients with low back pain and determine patient eligibility.
• Provide tours and information to families considering rehabilitation at PAM.
• Provide assessment, counseling and case management to patients receiving abnormal breast imaging and malignant biopsy results.
• Advise patients on appropriate protocols for maintaining good health habits and assist patients in receiving update medication adherence.
• Provide rehabilitation, employment and training resources for eligible participants to encourage continuing participation in the labor force.
• Staff daily referrals with hospital staff to discuss medical conditions and reviewing medical charts for need Medicaid and disability applications.
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