Insurance counselor vs insurance consultant

Differences between insurance counselor and insurance consultant 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 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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