Kaitlin Ponce Insurance, Inc.

Account Executive

• Prospecting for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists, etc.
• Establish customer relationships and follow up with customers, as needed.
• Schedule appointments, identify customer needs, and market appropriate products and services while providing prompt, accurate, and friendly customer service.
• Use a customer-focused, needs-based review process to educate customers about their insurance and financial services options and put them on a path to meet their long-term goals.
• Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.

Account Associate