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Insurance

• Proactively call and engage existing agency clients to identify life insurance opportunities
• Conduct a high volume of outbound calls and client follow-ups each day
• Review existing client relationships to identify households and business clients with potential life insurance needs
• Conduct life insurance needs assessments and recommend appropriate solutions
• Quote, present, and close life insurance policies
• Consistently follow up with prospects throughout the sales process
• Maintain an organized pipeline of opportunities and upcoming follow-ups
• Document client conversations and sales activity within agency systems
• Work collaboratively with Personal Lines and Commercial teams to identify life insurance opportunities
• Meet or exceed established monthly production and activity goals
• Maintain strong product knowledge and stay current on life insurance products and underwriting requirements

Life Insurance Sales Specialist