Insurance agent vs licensed sales producer

Differences between insurance agent and licensed sales producer 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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Licensed sales producer example responsibilities.

• Generate production and leads through telemarketing sales.
• Provide quotes, bound coverage for insurance products through Allstate and its brokered affiliates for new business and cross sell campaigns.
• Directly-Assist agency owner in developing new market strategies to solicit new business and increase cross-selling to existing book of business.
• Used consultative upselling techniques to provide leads