Licensed sales agent vs insurance producer

Differences between licensed sales agent and insurance producer duties and responsibilities

Licensed sales agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Develop a working knowledge of the Medicaid program used to educate customers on product eligibility.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
• Service Humana ACA plan members on benefits, service.
• Comply with all regulatory guidelines as well as HIPAA and privacy guidelines, demonstrate client/customer confidentiality.
• Handle, process and accurately record confidential financial and health customer information following all applicable HIPAA privacy laws.
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Insurance producer example responsibilities.

• Used consultative upselling techniques to provide leads
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
• Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.