Insurance adviser vs agent assistant

Differences between insurance adviser and agent assistant duties and responsibilities

Insurance adviser example responsibilities.

• Manage civil litigation matters such as general and complex litigation.
• Present appropriate annuities for clients to purchase that meet their specific needs, time frame, and risk tolerance
• Direct the sale of life insurance policies, medical disability programs and annuities to military personnel and civilian members.
• General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.
• Revive AFLAC accounts previously close due to non-pay or dissatisfy customers.
• Generate new business for Aflac by contacting potential customers and marketing one or more types of insurance.
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Agent assistant example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Train in technical support for Hewlett-Packard customers.
• Handle inbound technical support phone calls from Hewlett-Packard notebook customers.
• Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.