Insurance rater vs insurance sales agent

Differences between insurance rater and insurance sales 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 sales agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Used consultative upselling techniques to provide leads
• Calculate rates and premiums for fire, casualty insurance, automobile, homeowners, and other specialize insurance policies.
• License property and casualty insurance agent and office manager.
• Market property and casualty insurance to potential clients while assisting policyholders with coverage and claims.
• Follow strict HIPPA regulations while dealing with delicate information.
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