Insurance counselor vs insurance adviser

Differences between insurance counselor and insurance adviser 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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Insurance adviser example responsibilities.

• Manage civil litigation matters such as general and complex litigation.
• Present appropriate annuities for clients to purchase that meet their specific needs, time frame, and risk tolerance
• Direct the sale of life insurance policies, medical disability programs and annuities to military personnel and civilian members.
• General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.
• Revive AFLAC accounts previously close due to non-pay or dissatisfy customers.
• Generate new business for Aflac by contacting potential customers and marketing one or more types of insurance.
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