Health insurance agent vs licensed agent

Differences between health insurance agent and licensed agent duties and responsibilities

Health insurance agent example responsibilities.

• Manage communication points between corporate advisers, providers and patients for medical service advisory requests.
• Sold/Enrol individuals in ACA health plans over the phone by making cold calls on a daily basses.
• Explain healthcare benefits cover by major insurance carriers under the ACA.
• Post CPT codes and ICD-9 codes for every patient at check-out.
• Verify clients' eligibility and check clients' status within CMS and UHC system.
• Initiate appeals process on behalf of members, and assist with online web portal services.
Show more

Licensed agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Educate and advise in different investment products, such as life insurance and fix annuities.
• Work with clients to satisfy financial needs offering products such as life insurance, annuities, and Medicare supplements.
• Provide education on Medicare/ Medicaid coverage, rights and responsibilities.
• Provide objective information pertaining to coverage and how to obtain Medicaid coverage.
• Generate referral business and cultivate individual lead sources, using networking and prospecting techniques to grow potential sales opportunities.
Show more