Insurance

• Respond promptly to incoming calls, emails, and digital inquiries from real estate agents, loan officers, and referred clients.
• Guide clients through insurance options, answer questions, and recommend coverage tailored to their specific needs.
• Present clear, personalized insurance solutions (auto, home, life, and other insurance products) and close sales efficiently to meet individual and team revenue goals.
• Follow up strategically with referred clients to ensure timely quotes and seamless policy onboarding.
• Maintain strong working relationships with internal referral partners to maximize lead flow and build trust.
• Serve as a reliable, knowledgeable insurance resource for both clients and partners.
• Identify opportunities to offer multiple policies to provide clients with comprehensive coverage and added value.
• Accurately complete applications, issue policies, and document all client interactions in accordance with state regulations, carrier requirements, and agency procedures.
• Partner with teammates and agency leadership to improve sales processes, service levels, and client experience.

Insurance Sales Agent

Inbound Sales Center Insurance Agent, Personal Lines

Claims Specialist – Construction Defect

Insurance Career Advisor

Workers' Compensation Claims Specialist II

Insurance Consultant