District agent vs insurance representative

Differences between district agent and insurance representative duties and responsibilities

District agent example responsibilities.

• Operate remote telecommunications using applications and secure computer communications to troubleshoot and resolve issues on customer Samsung devices.
• Help maintain Primerica as the number one source for insurance needs by directly switching accounts over to the company.

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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