Insurance consultant vs agent

Differences between insurance consultant and agent duties and responsibilities

Insurance consultant example responsibilities.

• Manage civil litigation matters such as general and complex litigation.
• Advise clients with financial planning using annuities and UL products.
• Represent the office at Medicare and Medicaid meetings to be inform of any changes.
• Use excellent presentation skills to conduct group sessions to eligible Medicare and Medicaid individuals.
• Represent multiple carriers offering life, disability, mortgage protection, final expense and annuities.
• General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.
Show more

Agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Verify documentation and coding using CPT and ICD-9 correct coding standards.
• Assist TANF customers with obtaining employment.
• Direct compliance with all CPT and Medicare guidelines.
• Train BDC representatives on phone skills and CRM use.
• Bill appropriate ICD-9 codes to the correct insurance companies.
Show more