Insurance agent vs agent assistant

Differences between insurance agent and agent assistant duties and responsibilities

Insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
• Follow all applicable HIPPA and privacy regulations.
• Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
• Identify and solicit sales prospects in agency database and in the general marketplace.
• Develop productive business relationships with key marketplace players by identifying the right products and services.
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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.