CRAIG A. MARTIN INSURANCE AND FINANCIAL SERVICES, INC.

Account Manager

• Proactively generate and follow up on leads to drive new business.
• Meet and exceed sales targets by closing policies across multiple lines of insurance.
• Identify customer needs and present tailored insurance solutions.
• Conduct policy reviews and recommend coverage adjustments.
• Assist with renewals, cross-selling, and upselling to maximize retention.
• Maintain accurate records of sales activities and customer interactions.