Insurance

• Sell and service property and casualty insurance products including homeowners, auto, dwelling fire, flood, earthquake, windstorm, and umbrella policies, primarily to new homebuyers and builder-related clients.
• Evaluate property risk and recommend coverage based on builder specifications, underwriting guidelines, and geographic risk factors.
• Identify opportunities to cross-sell and upsell additional insurance products to meet client needs and enhance policy value.
• Collaborate closely with lender and settlement service providers to ensure seamless insurance placement during the home closing process.
• Maintain a high level of customer service aligned with agency standards and builder expectations.
• Respond to client inquiries and voicemails promptly, ensuring all communications are logged and followed up.
• Utilize builder inventory, closing schedules, and title reports to identify and follow up on insurance opportunities.

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