GROUP OF COMPANIES

Sales

• Handle inbound calls from customers seeking quotes or looking to expand coverage
• Uncover customer needs and recommend tailored insurance solutions
• Provide accurate, competitive quotes
• Introduce new products and services and explain coverage options
• Build customer loyalty and drive additional business
• Ask for referrals and identify opportunities to deepen customer relationships
• Sell Home, Auto & Lifestyle products with a specialty in Marine
• Establish contact and develop relationships with prospects
• Respond promptly to telephone inquiries and written requests
• Follow up on ex-dates, re-quote prospects, contact leads, and ask for referrals
• Create a trusting environment that supports new sales and retention
• Participate individually and within the team to improve the business
• Own and resolve customer inquiries while minimizing customer effort
• Process account changes and maintain complete customer documentation
• Prepare correspondence and document files for follow-up in EPIC
• Resolve complex insurance-related cases using available resources
• Stay updated on underwriting guidelines and changing markets
• Perform other duties within competence as assigned

Sales Representative – Home, Auto, Lifestyle