Surety bond agent vs licensed insurance agent

Differences between surety bond agent and licensed 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.
Show more

Licensed insurance agent example responsibilities.

• Explain and advice the customers about the insurance needs, handle objections and sale the Allstate company advantage.
• Work with people in retirement helping manage their health and life insurance, also help structure their 401k's into annuities.
• Used consultative upselling techniques to provide leads
• Quote and sell home, mobile home, renters, auto, and motorcycle policies.
• Process application on auto, homes, workers comp, trailer, motorcycle, commercial policies.
• Provide financial services through life insurance, disability insurance and annuities.
Show more