Make outbound calls : Contact prospective or existing clients using company-provided leads to promote insurance plans.
Explain Policies: Clearly present product features, benefits, coverage limits, and premium pricing to callers.
Assess Customer Needs: Listen to client requirements and recommend the most suitable insurance coverage.
Achieve Targets: Meet or exceed individual and team-based daily, weekly, or monthly sales goals.
Manage CRM Records: Update customer details, call outcomes, and follow-up schedules accurately in the company software.
Handle Objections: Address customer questions or hesitations professionally and close sales.