Insurance solicitor vs licensed insurance producer

Differences between insurance solicitor and licensed insurance producer 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.

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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