Sales agent vs insurance agent

Differences between sales agent and insurance agent duties and responsibilities

Sales agent example responsibilities.

• Manage a CRM pipeline of hundreds of leads with different needs and qualifications.
• Generate fresh leads through outbound telemarketing.
• Achieve sales standards set for department by effectively communicating Humana campaigns to customers.
• Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Adhere to all CMS, company, and carrier relate policies and procedures while growing sales.
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Insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
• Follow all applicable HIPPA and privacy regulations.
• Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
• Identify and solicit sales prospects in agency database and in the general marketplace.
• Develop productive business relationships with key marketplace players by identifying the right products and services.
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