Insurance counselor vs licensed insurance agent

Differences between insurance counselor and licensed 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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Licensed insurance agent example responsibilities.

• Explain and advice the customers about the insurance needs, handle objections and sale the Allstate company advantage.
• Work with people in retirement helping manage their health and life insurance, also help structure their 401k's into annuities.
• Used consultative upselling techniques to provide leads
• Quote and sell home, mobile home, renters, auto, and motorcycle policies.
• Process application on auto, homes, workers comp, trailer, motorcycle, commercial policies.
• Provide financial services through life insurance, disability insurance and annuities.
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