Life insurance agent vs agent assistant

Differences between life insurance agent and agent assistant duties and responsibilities

Life insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• License in state of VA to sell life insurance, annuities, disability income, Medicare supplements, and LTC.
• Use of a variety of tools to help employers compile the best possible life insurance or annuity packages to retain employees.
• Market life insurance and annuity products
• Maintain knowledge of states insurance laws and HIPPA compliance.
• Examine doors, windows and gates to ensure that they are secure.
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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.