Insurance rater vs agent assistant

Differences between insurance rater and agent assistant duties and responsibilities

Insurance rater example responsibilities.

• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Maintain ISO manuals for branch office.
• Complete weekly reports process changes, cancellations and discuss customer accounts issues regarding payroll deductions and problem solving.
• Interpret issuance and rating instructions for new business, renewals, policy endorsements, and cancellations for small and middle market.
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
• Process Medicare supplemental claims with high quality and quantity performance ratings.

Agent assistant example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Train in technical support for Hewlett-Packard customers.
• Handle inbound technical support phone calls from Hewlett-Packard notebook customers.
• Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.