The Lia Group

The specialist will make outbound calls to prospective customers to identify interest and gather basic information. The primary goal is to schedule appointments or transfer qualified prospects to licensed insurance professionals.

The consultant is responsible for prospecting new business and designing customized health, dental, and vision benefits packages for clients. They will manage the full enrollment process and provide ongoing account support to ensure client retention.

The agent is responsible for writing new business policies, hitting monthly sales targets, and managing client relationships. They will also act as a liaison between clients and insurance carriers while documenting lead information in the CRM system.