Insurance representative vs sales representative

Differences between insurance representative and sales representative duties and responsibilities

Insurance representative example responsibilities.

• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Confer with AAA members to discuss options and plans for the insurance needs of family and services provide.
• Promote AAA insurance to current, former, and potentially new customers by providing quality and accurate product knowledge.
• Assist field agents with Medicare applications, review Medicaid state system regarding eligibility.
• Review medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
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Sales representative example responsibilities.

• Manage prospective leads and existing accounts through a CRM platform to accurately forecast revenue and develop long-term business partnerships.
• Manage and create all content distribute via various social media outlets: Facebook, twitter, feedback blogs, etc.
• Search for procurement contracts, attend trade shows, design flyers, postcards, etc.
• Utilize POS sales software to maintain monetary sales information produce reports for organizational review.
• Develop and maintain business relationships with businesses and policyholders using establish methods such as customer relationship management CRM.
• Handle administrative and sales duties as Jr.
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