Surety bond agent vs insurance agent

Differences between surety bond agent and insurance agent duties and responsibilities

Surety bond agent example responsibilities.

• Manage employees, handle complaints, employee scheduling, and payroll.
• Maintain accuracy in calculating interest and commissions on surety bonds.
• Process all bonds, error free, as necessary and where power of attorney is granted.
• Conduct surety education sessions for sales and production staff
• Operate remote telecommunications using applications and secure computer communications to troubleshoot and resolve issues on customer Samsung devices.
• Help clients with changes require to their bond in a quick and timely manner.
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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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