Insurance consultant vs insurance agent

Differences between insurance consultant and insurance 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.
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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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