Surety bond agent vs insurance broker

Differences between surety bond agent and insurance broker 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 broker example responsibilities.

• Used consultative upselling techniques to provide leads
• Work as an independent financial planner selling life insurance and annuities to individuals and families
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
• Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.