Sell life insurance products to new or existing customers via various customer contact channels, estimates and quotes policy premiums, complying with underwriting guidelines.
Serve as additional sales support to existing channels to assist clients with recommending specific insurance solutions.
Answer inbound conservation calls and makes proactive outbound calls to help conserve life policies.
Work with policy holders and independent sales agents to identify and act on opportunities to conserve business.
Review existing coverage and advises customers regarding policy options.
Identify gaps in coverage and advises the customer of their risks; recommends additional coverage as needed, and suggests options.
Make appropriate recommendations on policy coverage and options, closes sales, and works with life operations to process applications or changes to policies.