Licensed sales agent vs licensed insurance producer

Differences between licensed sales agent and licensed 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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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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