In this position, I- Became licensed in Property & Casualty and Life & Health Insurance in the state of Georgia,- Serviced customers daily, including assisting customers to determine coverages that best fit their needs while protecting their assets along with routine renewals, claims, and obtaining necessary documents,- Collaborated with the agent and other team member to complete tasks and projects in a timely manner,- Built relationships and garnered rapport with prospects and current customers through active listening, and- Sold several types of policies, using CRM software to monitor the sales cycle and prospect interest.

In this position, I- Researched prospective leads, gleaning important information, for the sales team.- Strategized calling patterns to maximize efficiency and results.- Called cold and warm leads, utilizing the information found, to book sales meetings for territory account managers.- Worked alongside territory account managers to discuss sales meetings and leads generated.