Insurance counselor vs licensed agent

Differences between insurance counselor and licensed 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.
Show more

Licensed agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Educate and advise in different investment products, such as life insurance and fix annuities.
• Work with clients to satisfy financial needs offering products such as life insurance, annuities, and Medicare supplements.
• Provide education on Medicare/ Medicaid coverage, rights and responsibilities.
• Provide objective information pertaining to coverage and how to obtain Medicaid coverage.
• Generate referral business and cultivate individual lead sources, using networking and prospecting techniques to grow potential sales opportunities.
Show more