Agents are responsible for helping consumers identify and purchase suitable Life, Health, and Medicare insurance plans based on their needs and budget. They must manage inbound leads, meet sales targets, and accurately document all client information in the agency platform.
Develop and maintain internal tools, SQL, and QlikSense dashboards to drive business decisions. Leverage AI tools for data exploration and validate the accuracy of insights before presenting them to stakeholders.
Engage in inbound and outbound calls with consumers looking to compare insurance rates and connect them with the right insurance agents. Complete follow-up calls to ensure consumer needs were met and maintain communication with leadership and team members.
Meet or exceed monthly policy sales targets and discover the needs of pre-qualified insurance shoppers. Accurately record all required information and communicate regularly with the management team regarding performance.
Engage in inbound and outbound calls with consumers looking to compare insurance rates and connect them with the best insurance agent. Complete follow-up calls to ensure consumer needs were met and maintain communication with leadership and team members.
