Insurance counselor vs insurance sales agent

Differences between insurance counselor and insurance sales 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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Insurance sales agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Used consultative upselling techniques to provide leads
• Calculate rates and premiums for fire, casualty insurance, automobile, homeowners, and other specialize insurance policies.
• License property and casualty insurance agent and office manager.
• Market property and casualty insurance to potential clients while assisting policyholders with coverage and claims.
• Follow strict HIPPA regulations while dealing with delicate information.
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