Front line agent vs insurance broker

Differences between front line agent and insurance broker duties and responsibilities

Front line agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Answer incoming calls to troubleshoot and assist the client in repairing their lap top computers.
• Sell home, auto, life, long term care insurance as well as annuities.
• Offer home, auto, life and annuities to AAA members, through networking and prospecting.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
• Follow Allstate training system to optimize customer experience.

Insurance broker example responsibilities.

• Used consultative upselling techniques to provide leads
• Work as an independent financial planner selling life insurance and annuities to individuals and families
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
• Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.