Insurance rater vs insurance agent

Differences between insurance rater and insurance 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.

Insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
• Follow all applicable HIPPA and privacy regulations.
• Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
• Identify and solicit sales prospects in agency database and in the general marketplace.
• Develop productive business relationships with key marketplace players by identifying the right products and services.
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