Personal lines account manager vs insurance sales agent

Differences between personal lines account manager and insurance sales 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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Insurance sales agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Used consultative upselling techniques to provide leads
• Calculate rates and premiums for fire, casualty insurance, automobile, homeowners, and other specialize insurance policies.
• License property and casualty insurance agent and office manager.
• Market property and casualty insurance to potential clients while assisting policyholders with coverage and claims.
• Follow strict HIPPA regulations while dealing with delicate information.
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