Policy writer, sales vs life insurance agent

Differences between policy writer, sales and life insurance 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.

Life insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• License in state of VA to sell life insurance, annuities, disability income, Medicare supplements, and LTC.
• Use of a variety of tools to help employers compile the best possible life insurance or annuity packages to retain employees.
• Market life insurance and annuity products
• Maintain knowledge of states insurance laws and HIPPA compliance.
• Examine doors, windows and gates to ensure that they are secure.
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