Insurance account representative vs customer service representative

The differences between insurance account representatives and customer service representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, an insurance account representative has an average salary of $39,881, which is higher than the $32,260 average annual salary of a customer service representative.

The top three skills for an insurance account representative include schedule appointments, customer service and develop leads. The most important skills for a customer service representative are cleanliness, POS, and data entry.

Insurance account representative vs customer service representative overview

	Insurance Account Representative	Customer Service Representative
Yearly salary	$39,881	$32,260
Hourly rate	$19.17	$15.51
Growth rate	6%	-4%
Number of jobs	104,895	209,515
Job satisfaction	-	4
Most common degree	Bachelor's Degree, 56%	High School Diploma, 33%
Average age	46	40
Years of experience	-	12

What does an insurance account representative do?

An Insurance Account Representative manages the accounts of the clients assigned to them. They sell and make negotiations in health, life, or other insurance. They also carry out is utilizing client-centered ability and strong customer service for strong policyholder-customer relationships. Insurance Account Representatives should develop skills in scheduling appointments, customer service, and customer identification.

What does a customer service representative do?

Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.

Insurance account representative vs customer service representative salary

Insurance account representatives and customer service representatives have different pay scales, as shown below.

	Insurance Account Representative	Customer Service Representative
Average salary	$39,881	$32,260
Salary range	Between $30,000 And $51,000	Between $25,000 And $41,000
Highest paying City	Milwaukee, WI	Des Moines, WA
Highest paying state	Wisconsin	Washington
Best paying company	Guidehouse	Oracle
Best paying industry	Insurance	Insurance

Differences between insurance account representative and customer service representative education

There are a few differences between an insurance account representative and a customer service representative in terms of educational background:

	Insurance Account Representative	Customer Service Representative
Most common degree	Bachelor's Degree, 56%	High School Diploma, 33%
Most common major	Business	Business
Most common college	University of Pennsylvania	-

Insurance account representative vs customer service representative demographics

Here are the differences between insurance account representatives' and customer service representatives' demographics:

	Insurance Account Representative	Customer Service Representative
Average age	46	40
Gender ratio	Male, 29.3% Female, 70.7%	Male, 30.5% Female, 69.5%
Race ratio	Black or African American, 9.3% Unknown, 3.6% Hispanic or Latino, 15.9% Asian, 4.9% White, 66.2% American Indian and Alaska Native, 0.1%	Black or African American, 11.6% Unknown, 5.2% Hispanic or Latino, 21.2% Asian, 6.3% White, 55.0% American Indian and Alaska Native, 0.7%
LGBT Percentage	7%	7%

Differences between insurance account representative and customer service representative duties and responsibilities

Insurance account representative example responsibilities.

Manage civil litigation matters such as general and complex litigation.
Cold-Cal to generate leads for individual life and disability insurance and annuities.
Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
Experience Licenced ACA health insurance agent.
Cross sell all other lines of AAA products to secure stability in clients.
Service clients while empowering them to participate in market gains while avoiding market losses with fix index annuities.

Customer service representative example responsibilities.

Manage and plan escalations; assure HIPPA guidelines are followed for confidentially and privacy.
Maintain cleanliness and safety and assist patients as necessary.
Operate POS system and maintain exceptional and consistent customer service.
Exercise proofreading and basic math skills to maintain quality control over documents process
Work in customer service department entering information into customer relationship management (CRM).
Develop highly empathetic client relationships and earn reputation for exceeding good customer service rep goals.

Insurance account representative vs customer service representative skills

Common insurance account representative skills

Schedule Appointments, 11%
Customer Service, 11%
Develop Leads, 9%
Customer Relationships, 7%
Work Ethic, 5%
Review Process, 5%

Common customer service representative skills

Cleanliness, 10%
POS, 7%
Data Entry, 6%
Sales Floor, 6%
Customer Service, 5%
Home Health, 5%

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Insurance Account Representative
Insurance Account Representative vs Customer Service Representative

Updated January 8, 2025

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