Underwriting sales representative vs agent

Differences between underwriting sales representative and agent duties and responsibilities

Underwriting sales representative example responsibilities.

• Manage Facebook and patient communication programs.
• Perform duties relating to the origination of residential first, second and equity credit lines on mortgage loans.
• Provide merchandising assistance to customers by building displays, negotiating placement, replenishing permanent secondary displays and using POS materials effectively.
• Work as an integral part of a national sales team that specializes in focusing on new business for Amica.
• Used consultative upselling techniques to provide leads

Agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Verify documentation and coding using CPT and ICD-9 correct coding standards.
• Assist TANF customers with obtaining employment.
• Direct compliance with all CPT and Medicare guidelines.
• Train BDC representatives on phone skills and CRM use.
• Bill appropriate ICD-9 codes to the correct insurance companies.
Show more