Embedded Insurance, Inc.

Insurance

• Respond to inbound leads and follow up with prospective customers via phone, email, and SMS.
• Educate customers on auto insurance products, coverage options, and agency value.
• Identify cross-selling opportunities and actively offer additional lines (e.g., home insurance).
• Assume the sale, comfortable speaking assumptively and working to close.
• Be proactive in meeting or exceeding monthly sales targets while maintaining exceptional customer service.
• Detailed utilization of CRM to manage leads, track pipeline activity.
• Adherence to all compliance guidelines

Licensed Insurance Agent

Account Manager

• Serve as the primary point of contact for your assigned book of business.
• Proactively manage renewals through early outreach, proactive shopping, and clear communication of options.
• Prevent lapses and cancellations through timely engagement and problem resolution.
• Conduct policy reviews to ensure coverage aligns with customers’ evolving needs.
• Identify and address coverage gaps or risk exposures.
• Uncover and recommend cross sell opportunities to enhance protection and savings.
• Engage customers via phone, email, SMS, and portal tools to maintain strong, ongoing relationships.
• Maintain accurate and detailed CRM documentation of all interactions, outreach attempts, and client preferences.
• Develop and refine repeatable processes to enhance client service, including: Renewal notification cadence, Cancellation prevention workflows, Coverage review checklists, Lifecycle based cross-sell triggers.
• Partner with leadership to define and track KPIs, including renewal success, retention rate, cancellations avoided, and customer satisfaction.