Finance service representative vs insurance representative

Differences between finance service representative and insurance representative duties and responsibilities

Finance service representative example responsibilities.

• Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
• Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Maintain cleanliness and presentation of member service area and marketing information.
• Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
• Count upon for accuracy and math skills.
Show more

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.
Show more