What kind of license do in-house staff need?
Unless the in-house individuals are selling, they should be licensed as Customer Service Representatives. This allows them to answer incoming phone calls, assist with existing policies and service clients when they call or come into the office. Customer Service Representatives are not allowed to sell, solicit, or negotiate. They are allowed to answer incoming calls, provide insurance product information and service existing policies. They must refer the customer to the producer on premises if the customer wishes to bind a new policy. This is a very limited license.
Unless the in-house individuals are selling, they should be licensed as Customer Service Representatives.This allows them to answer incoming phone calls, provide insurance service and insurance product information, assist with existing policies and service clients when they call or come into the office.Customer Service Representatives are not allowed to sell, solicit, or negotiate. They must refer the customer to the producer on premises if the customer wishes to bind a new policy. This is a very limited license.
Related Questions
- I graduated from an accredited Nursing program and have a MA RN license, but I have not yet secured a Staff RN position. Can I work as a nursing assistant?
- If my company has its own in-house consulting and trouble shooting staff how will you provide us with anything of greater value?
- What kind of license do in-house staff need?
