Transfer agent vs bonding agent

Differences between transfer agent and bonding agent duties and responsibilities

Transfer agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Adhere to FDCPA regulations, federal, state and local law provisions.
• Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.
• Provide information to clients on Fidelityproducts, services, operational procedures, including 401k, transaction and NAV quotes.
• Answer complex financial inquiries including, fund and market performance, taxation (cost basis, IRS forms, etc.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
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Bonding agent example responsibilities.

• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Work daily in QuickBooks, Microsoft word and excel
• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Travele to municipalities to sign bond agreements between facility and company of representation.
• Conduct investigations and prepare reports with recommendation for bond or custody of individuals charge with illegal entry.
• Conduct presentations regarding all policy information offer through AFLAC