
Results-driven individual with a solid background in food service. Skilled in prioritizing customer needs, maintaining order accuracy, and fostering teamwork to enhance overall service quality.
I will receive my leads for the week. I would call all my leads for the week and make appointments with them around New Jersey. People who didn't answer, I would plug them into an app with their address. I tried to make my appointments from 8 to 6. If I didn't have enough appointments, or someone canceled on me. I would go on my app and see where the closet doors are that I can knock. Wanted to be as efficient as possible. If I got into their homes, I would check around what they value. They will guide me to where they want to sit. I will build rapport with them first before I start going on. Make sure that they feel comfortable with me. I always told them about my family. From there, I would ask if you had any existing life or health policies. My go-to line was, 'Look, we help families in the New Jersey area with their benefits.' which includes getting money back or saving them money on their policy. I would educate them on how life and health insurance works. If they agree, I show them the options that they can choose.
They circled one of those options and started filing the paperwork. The paperwork includes their date of birth, social security number, bank and routing number, and the medication they took. After submitting, see if there were any approvals. If they were not approved, I would go with another carrier to make sure they have coverage for their family. I will call them back every three months to check on them.