Underwriting sales representative vs insurance agent

Differences between underwriting sales representative and insurance 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

Insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
• Follow all applicable HIPPA and privacy regulations.
• Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
• Identify and solicit sales prospects in agency database and in the general marketplace.
• Develop productive business relationships with key marketplace players by identifying the right products and services.
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