Insurance rater vs field agent

Differences between insurance rater and field agent 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.

Field agent example responsibilities.

• Sell life insurance, long term care insurance and retirement annuities to assign members.
• Assist senior base clients with understanding and purchasing Medicare supplements, annuities, health and life insurance products.
• Operate remote telecommunications using applications and secure computer communications to troubleshoot and resolve issues on customer Samsung devices.
• Help maintain Primerica as the number one source for insurance needs by directly switching accounts over to the company.