Personal lines account manager vs lead agent

Differences between personal lines account manager and lead 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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Lead agent example responsibilities.

• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Line list development and route selection assistance through on-site and GIS review ensuring all landowners and property lines are identify.
• Obtain current landowner and contact information from various courthouses and states in order to assist in FERC mandate maintenance operations.
• Train new employees and troubleshoot Apollo computersystem.Onsite at Hewlett Packard/Agilent
• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Conduct presentations regarding all policy information offer through AFLAC