The role involves developing and proposing insurance policies tailored to client needs while actively cross-selling products to enhance coverage. You will be responsible for building long-term client relationships, conducting sales presentations, and achieving monthly sales targets.
The specialist will serve as a primary point of contact for existing policyholders, managing policy updates, billing inquiries, and coverage reviews. They are responsible for building strong client relationships and proactively identifying opportunities to improve customer retention.
The Licensed Sales Producer will prospect for new business and build relationships with customers to provide personalized insurance solutions. They are responsible for maintaining accurate documentation and consistently meeting individual sales and production goals.
Prospect for new business and build lasting relationships with clients to provide personalized insurance solutions. Maintain accurate records and consistently meet sales goals while cross-selling additional products.
