Insurance consultant vs insurance representative

Differences between insurance consultant and insurance representative 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 representative example responsibilities.

• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Confer with AAA members to discuss options and plans for the insurance needs of family and services provide.
• Promote AAA insurance to current, former, and potentially new customers by providing quality and accurate product knowledge.
• Assist field agents with Medicare applications, review Medicaid state system regarding eligibility.
• Review medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
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