Insurance counselor vs licensed insurance producer

Differences between insurance counselor and licensed insurance producer 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 producer example responsibilities.

• Used consultative upselling techniques to provide leads
• Present AFLAC benefits packages to various company owners and employees.
• Educate customers on products such as property-casualty, life, accident-health, and annuities.
• Contact businesses to attempt to establish an AFLAC account as part of their benefits package.
• Provide information on life and health insurance, medicare supplements, annuities , 401K rollovers and IRA's.
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
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