Commercial lines account manager vs agent assistant

Differences between commercial lines account manager and agent assistant duties and responsibilities

Commercial lines account manager example responsibilities.

• Collect, post, and manage account payments using QuickBooks financial software system.
• Identify leads and convert opportunities in new markets for strategic business cloud base services.
• Manage customer database in Salesforce.com.
• Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
• Assist with multi-line phone system.
• Create annual budgets and cam reconciliations.
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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.