Personal lines account manager vs agent assistant

Differences between personal lines account manager and agent assistant duties and responsibilities

Personal lines account manager example responsibilities.

• Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
• Maintain inventory, logistics, purchasing and supplies.
• Organize seminars, run comparison quotes and mail out marketing kits.
• Quoted and write new business, and service existing accounts including re-marketing, renewals, and cross-selling.
• Facilitate seamless on site services and last-minute logistics requests (grind transport, catering, etc . )
• Prepare client presentations on PowerPoint.
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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.