Insurance rater vs licensed insurance producer

Differences between insurance rater and licensed insurance producer 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.

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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