Front line agent vs insurance representative

Differences between front line agent and insurance representative 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 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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