Policy writer, sales vs licensed agent

Differences between policy writer, sales and licensed agent duties and responsibilities

Policy writer, sales example responsibilities.

• Achieve sales standards set for department by effectively communicating Humana campaigns to customers.
• Prepare quality food products, process accurate register transactions, maintain general appearance and cleanliness of store premises.
• Prepare and post advertisement on eBay for maximum sales productivity.
• Develop and implement communication programs that target payer sales and provider relations.
• Handle, process and accurately record confidential financial and health customer information following all applicable HIPAA privacy laws.

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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