Personal lines account manager vs agent

Differences between personal lines account manager and agent 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 example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Verify documentation and coding using CPT and ICD-9 correct coding standards.
• Assist TANF customers with obtaining employment.
• Direct compliance with all CPT and Medicare guidelines.
• Train BDC representatives on phone skills and CRM use.
• Bill appropriate ICD-9 codes to the correct insurance companies.
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