Home advisor vs farm agent

Differences between home advisor and farm agent duties and responsibilities

Home advisor example responsibilities.

• Manage lead pipeline daily and accurately record in CRM to insure family info and status as well as accurate sales forecast.
• Manage pipeline & proprietary CRM to ensure current/evolving family information and status
• Instruct and supervise HHA's.
• Create numerous SLA's, mail pieces, referral plans and sign on bonuses plans.
• Provide troubleshooting and customer resolution for customers in iPads, iPods, iPhones, iOS, and CPU.
• Schedule training for staff members and enforce best practices (CPR, first aid, client rights etc .).
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Farm agent example responsibilities.

• Generate and secure leads to sell property, casualty, life, and health insurance and banking products.
• Manage and train telemarketing staff.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Assist team members and help them in pivoting life prospects to the property & casualty new business.
• Process insurance follow up for Medicaid and BlueCross BlueShield.
• Research and resolve incorrect payments, EOB rejections with outstanding account.
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