Surety bond agent vs sales producer

Differences between surety bond agent and sales producer 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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Sales producer example responsibilities.

• Sell auto, home, boat, motorcycle and other specialty lines via leads, telemarketing, walk-ins, etc.
• Generate production and leads through telemarketing sales.
• Offer to clients annuities and other insurance products.
• Learned and sell diverse health, life and Medicare insurance product line
• Produce client's needs analysis and financial planning for retirement and annuities.
• Help explain to potential prospects there rights and entitlements when electing a Medicare supplement.
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