Lakeview Household Insurance Solutions

The Insurance Sales Agent will conduct outbound and inbound sales calls to manage a portfolio of mortgage holders. They are responsible for quoting and binding personal lines insurance products while cross-selling additional business lines.

The role involves evaluating the quality and compliance of customer interactions across sales and service channels, including AI-powered virtual agents. The specialist identifies performance trends and provides actionable insights to leadership to drive continuous operational improvement.

The agent is responsible for conducting outbound and inbound sales calls to quote and bind personal lines insurance products. They must cross-sell various lines of business and manage client interactions using designated software systems.