What does an enrolled agent do?
Enrolled agent responsibilities
Here are examples of responsibilities from real enrolled agent resumes:
- Provide bookkeeping services, payroll, and QuickBooks setup and training to small- to medium-size businesses (SMB).
- Create companies in QuickBooks, start to finish, chart of accounts include.
- Re-Cover $89K for one client previously miss by CPA during pervious tax season.
- Create opportunities to add value for customers through the upselling of retail products and services.
- Enroll new and existing customers into qualified Medicare and Medicaid programs in a call center environment.
- Audit financial documents for tax law compliance in advance of an IRS service review or formal audit.
- Assist clients with federal and state notices, audit advice, IRS rejects and tax identity theft.
- Enroll customer to expedite their screening process through airport security and also for TWIC and HME screening.
- Create training program to bring preparation of annual reports, previously prepare by outside CPA firm, in-house.
- Direct activities of workers performing accounting tasks, as well providing QuickBooks training and seminars for employees and clients.
- Card; log personal information into the systems for background check; order, activate, and issues the TWIC cards.
- Assist clients in determining eligibility for Medicaid or premium tax credits.
- Calculate and file monthly/quarterly/annual government payroll reports for clients' household employees.
- Execute corporate (Allstate) operations policies/compliance programs.
Enrolled agent skills and personality traits
We calculated that 20% of Enrolled Agents are proficient in Troubleshoot Issues, Database Systems, and Data Entry. They’re also known for soft skills such as Analytical skills, Communication skills, and Initiative.
We break down the percentage of Enrolled Agents that have these skills listed on their resume here:
- Troubleshoot Issues, 20%
Performed basic maintenance/troubleshoot issues with fingerprinting equipment (hardware and software).
- Database Systems, 16%
Scan required documents into database system.
- Data Entry, 12%
Performed data entry for application enrollments.
- Customer Identity, 9%
Verify customer identity and scan required documents into a data base system.
- Equipment Inventory, 9%
Performed administrative duties such as time keeping, shift scheduling, daily activity reports, card inventory, and equipment inventory.
- Upselling, 8%
Created opportunities to add value for customers through the upselling of retail products and services.
"troubleshoot issues," "database systems," and "data entry" are among the most common skills that enrolled agents use at work. You can find even more enrolled agent responsibilities below, including:
Analytical skills. One of the key soft skills for an enrolled agent to have is analytical skills. You can see how this relates to what enrolled agents do because "insurance sales agents must evaluate the needs of each client to determine the appropriate insurance policy." Additionally, an enrolled agent resume shows how enrolled agents use analytical skills: "performed data entry collection of applicants sensitive information. "
Communication skills. Another essential skill to perform enrolled agent duties is communication skills. Enrolled agents responsibilities require that "insurance sales agents must listen to clients and be able to clearly explain suitable policies." Enrolled agents also use communication skills in their role according to a real resume snippet: "managed large amounts of inbound and outbound calls while following communication scripts when handling different topics. "
Initiative. Another skill that relates to the job responsibilities of enrolled agents is initiative. This skill is critical to many everyday enrolled agent duties, as "insurance sales agents need to actively seek out new clients in order to increase business." This example from a resume shows how this skill is used: "build professional relationships with clients demonstrate initiative to develop leads. "
Self-confidence. A big part of what enrolled agents do relies on "self-confidence." You can see how essential it is to enrolled agent responsibilities because "insurance sales agents should be confident when contacting prospective clients." Here's an example of how this skill is used from a resume that represents typical enrolled agent tasks: "complied with hipaa laws and ensured that patient identity was private and confidential. "
The three companies that hire the most enrolled agents are:
- IDEMIA21 enrolled agents jobs
- ManpowerGroup12 enrolled agents jobs
- All Web Leads4 enrolled agents jobs
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Compare different enrolled agents
Enrolled agent vs. Insurance verification specialist
An insurance verification specialist is responsible for confirming a patient's insurance details and eligibility to receive medical care services. Insurance verification specialists review the insurance documents of the patients, including its coverage and limitations, and escalate concerns to the supervisor for immediate resolution. They process paperwork accordingly upon coordinating with the patients and attending health professionals. An insurance verification specialist must have excellent communication and organizational skills, finishing administrative tasks efficiently under minimal supervision.
These skill sets are where the common ground ends though. The responsibilities of an enrolled agent are more likely to require skills like "troubleshoot issues," "database systems," "customer identity," and "equipment inventory." On the other hand, a job as an insurance verification specialist requires skills like "patients," "insurance verification," "insurance eligibility," and "medical terminology." As you can see, what employees do in each career varies considerably.
Insurance verification specialists earn the highest salaries when working in the pharmaceutical industry, with an average yearly salary of $35,651. On the other hand, enrolled agents are paid more in the utilities industry with an average salary of $37,899.On average, insurance verification specialists reach lower levels of education than enrolled agents. Insurance verification specialists are 5.2% less likely to earn a Master's Degree and 0.7% less likely to graduate with a Doctoral Degree.Enrolled agent vs. Sales producer
A sales producer is responsible for performing sales calls and administering all leads. You will be responsible for preparing the policies aimed at sales procedures and developing the necessary sales documents. Other responsibilities include making sure that all sales personnel adhere to all policies and procedures, coordinating with customers about policy expiration dates, and maintaining strong and long-lasting relationships with customers. As a sales producer, you will be responsible for managing prospective sale campaigns and managing all correspondence with both prospective and existing clients.
In addition to the difference in salary, there are some other key differences worth noting. For example, enrolled agent responsibilities are more likely to require skills like "troubleshoot issues," "database systems," "data entry," and "customer identity." Meanwhile, a sales producer has duties that require skills in areas such as "insurance products," "strong work ethic," "business relationships," and "insurance sales." These differences highlight just how different the day-to-day in each role looks.
In general, sales producers achieve similar levels of education than enrolled agents. They're 2.8% less likely to obtain a Master's Degree while being 0.7% less likely to earn a Doctoral Degree.Enrolled agent vs. Licensed insurance producer
An Insurance producer, also called an insurance agent that promotes and sells insurance benefits and packages to clients. This includes life insurance, property, and health insurance that is offered by not only one company. They are responsible for promoting customer service and creates a good relationship between the company and the insurer. They also serve as a point of a contract if there are insurers that need someone who can assist them with what particular package they can get.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, an enrolled agent is likely to be skilled in "troubleshoot issues," "database systems," "data entry," and "customer identity," while a typical licensed insurance producer is skilled in "work ethic," "strong work ethic," "lead generation," and "annuities."
Licensed insurance producers earn the best pay in the finance industry, where they command an average salary of $60,870. Enrolled agents earn the highest pay from the utilities industry, with an average salary of $37,899.Most licensed insurance producers achieve a similar degree level compared to enrolled agents. For example, they're 3.0% less likely to graduate with a Master's Degree, and 0.3% less likely to earn a Doctoral Degree.Enrolled agent vs. Insurance producer
An insurance producer is responsible for selling and buying financial services and products for an insurance company. They negotiate issues regarding health, life insurance, and other properties. Also, an insurance producer maintains a good relationship between clients and prospective clients by offering the best insurance service and ensuring that all the policies and guidelines are fully followed.
Types of enrolled agent
Updated January 8, 2025
