Bianca Phelps Email & Phone Number

San Diego, California

Greater San Diego Area

Promote new insurance contracts; suggest additions/changes to existing policies; and utilize various systems to validate approval.Evaluate needs and financial status to propose protection plans that meet the customers criteria.Underwrite purposed insureds medical history and prescriptions to determine if they qualify per underwriting guidelines.

Greater San Diego Area

Assist customers in determining specific insurance needs; offer consultative solutions and advise appropriate recommendations, while remaining current with new products and services. Field underwriter - Assess purposed insureds medical conditions and prescriptions to determine underwriting qualifications. Schedule medical exams and follow up to ensure exams are complete for fully underwritten insurance policies and assist the underwriter in the approval process. At policy approval, assist the account specialist in obtaining final delivery requirements via DocuSign.

San Diego, Ca

Outbound calls conduct in-depth needs assessments of potential clients, and provide product demonstrations to qualified prospects. Educate agents on how to successfully integrate the internet into their marketing and overcome technical and business objections of potential clients; emphasizing features, quote prices, and preparing orders.