Insurance solicitor vs insurance representative

Differences between insurance solicitor and insurance representative duties and responsibilities

Insurance solicitor example responsibilities.

• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Contact police officers for additional information need, sort fingerprint reports, maintain monthly files, and notarize subpoenas of officers.
• Ensure all require documents are sign, file and fax appropriately and follow all compliance guidelines and procedures by Allstate.

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.
Show more