Personal lines account manager vs licensed agent

Differences between personal lines account manager and licensed 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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Licensed agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Educate and advise in different investment products, such as life insurance and fix annuities.
• Work with clients to satisfy financial needs offering products such as life insurance, annuities, and Medicare supplements.
• Provide education on Medicare/ Medicaid coverage, rights and responsibilities.
• Provide objective information pertaining to coverage and how to obtain Medicaid coverage.
• Generate referral business and cultivate individual lead sources, using networking and prospecting techniques to grow potential sales opportunities.
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