Insurance counselor vs health insurance agent

Differences between insurance counselor and health insurance agent duties and responsibilities

Insurance counselor example responsibilities.

• Assist Florida Medicaid recipients with manage care choices.
• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Promote other AAA services, including travel, automobile club, and financial services.
• Assist in the cross-selling of other financial products (credit cards, extend warranties and AAA membership).
• Assist in prescription processing, process prescription insurance claims, administer immunizations and counsel patients on medications
• Provide timely assessments and guidance to patients regarding their insurance and ensure insurance relate issues are resolved.
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Health insurance agent example responsibilities.

• Manage communication points between corporate advisers, providers and patients for medical service advisory requests.
• Sold/Enrol individuals in ACA health plans over the phone by making cold calls on a daily basses.
• Explain healthcare benefits cover by major insurance carriers under the ACA.
• Post CPT codes and ICD-9 codes for every patient at check-out.
• Verify clients' eligibility and check clients' status within CMS and UHC system.
• Initiate appeals process on behalf of members, and assist with online web portal services.
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