Insurance

• Drive new business through proactive prospecting, networking, and referrals, while also managing and expanding relationships with existing clients.
• Conduct in-depth consultations to understand client needs, assess risk, and recommend appropriate insurance products (auto, home, life, health, commercial, etc.).
• Stay up to date on industry trends, products, and regulatory changes to ensure the best possible solutions for clients.
• Identify opportunities to cross-sell and upsell insurance products to increase client satisfaction and overall revenue.
• Provide ongoing support to clients, ensuring timely responses to inquiries and resolution of claims or policy-related issues.
• Consistently meet or exceed sales targets and performance metrics.
• Maintain compliance with all state and federal regulations, including ethical sales practices and required licensing.
• Accurately complete sales documentation, maintain client records, and provide regular reports on sales activities and results.

Insurance Licensed Sales Professional

Executive Assistant – Insurance

Value Assurance Specialist

Title Insurance Assistant

Inbound Sales Center Insurance Agent, Personal Lines

Insurance Consultant, Health Insurance