Insurance adviser vs lead agent

Differences between insurance adviser and lead agent 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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Lead agent example responsibilities.

• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Line list development and route selection assistance through on-site and GIS review ensuring all landowners and property lines are identify.
• Obtain current landowner and contact information from various courthouses and states in order to assist in FERC mandate maintenance operations.
• Train new employees and troubleshoot Apollo computersystem.Onsite at Hewlett Packard/Agilent
• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Conduct presentations regarding all policy information offer through AFLAC