Licensed insurance agent vs agent assistant

Differences between licensed insurance agent and agent assistant duties and responsibilities

Licensed insurance agent example responsibilities.

• Explain and advice the customers about the insurance needs, handle objections and sale the Allstate company advantage.
• Work with people in retirement helping manage their health and life insurance, also help structure their 401k's into annuities.
• Used consultative upselling techniques to provide leads
• Quote and sell home, mobile home, renters, auto, and motorcycle policies.
• Process application on auto, homes, workers comp, trailer, motorcycle, commercial policies.
• Provide financial services through life insurance, disability insurance and annuities.
Show more

Agent assistant example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Train in technical support for Hewlett-Packard customers.
• Handle inbound technical support phone calls from Hewlett-Packard notebook customers.
• Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.