Insurance Agent
Primerica Insurance Company
San Diego, CA
06.2024 - 09.2024
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Sought out new clients and developed clientele by networking to find new customers.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Completed day-to-day duties accurately and efficiently.
- Participated in industry networking events.
- Recruited new workers.
- Managed employee referrals program including tracking progress and awarding incentives.