Sales representative vs agent

Differences between sales representative and agent duties and responsibilities

Sales representative example responsibilities.

• Manage prospective leads and existing accounts through a CRM platform to accurately forecast revenue and develop long-term business partnerships.
• Manage and create all content distribute via various social media outlets: Facebook, twitter, feedback blogs, etc.
• Search for procurement contracts, attend trade shows, design flyers, postcards, etc.
• Utilize POS sales software to maintain monetary sales information produce reports for organizational review.
• Develop and maintain business relationships with businesses and policyholders using establish methods such as customer relationship management CRM.
• Handle administrative and sales duties as Jr.
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Agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Verify documentation and coding using CPT and ICD-9 correct coding standards.
• Assist TANF customers with obtaining employment.
• Direct compliance with all CPT and Medicare guidelines.
• Train BDC representatives on phone skills and CRM use.
• Bill appropriate ICD-9 codes to the correct insurance companies.
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