Insurance sales agent vs lead agent

Differences between insurance sales agent and lead agent duties and responsibilities

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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Lead agent example responsibilities.

• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Line list development and route selection assistance through on-site and GIS review ensuring all landowners and property lines are identify.
• Obtain current landowner and contact information from various courthouses and states in order to assist in FERC mandate maintenance operations.
• Train new employees and troubleshoot Apollo computersystem.Onsite at Hewlett Packard/Agilent
• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Conduct presentations regarding all policy information offer through AFLAC