Fishing
215-License Insurance Agent
American Income Life
Orlando, FL
02.2024 - 06.2024
- Maintained adherence to applicable laws, regulations, and company policies throughout the sales of insurance products.
- Prepared various documents, including applications, endorsements, renewals, and cancellations required by both law and company procedures.
- Stayed current on industry trends and regulations through active participation in continuing education courses.
- Developed client relationships by actively pursuing leads through both cold calls and referrals.
- Ensured customers understood the importance of having appropriate insurance coverage.
- Evaluated customer risk levels and advised on appropriate coverage options.
- Provided information regarding plan features, pricing, and availability to customers.