Insurance rater vs licensed sales producer

Differences between insurance rater and licensed sales 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 sales producer example responsibilities.

• Generate production and leads through telemarketing sales.
• Provide quotes, bound coverage for insurance products through Allstate and its brokered affiliates for new business and cross sell campaigns.
• Directly-Assist agency owner in developing new market strategies to solicit new business and increase cross-selling to existing book of business.
• Used consultative upselling techniques to provide leads