Insurance Broker
Goosehead Insurance Agency
The Woodlands, TX
07/21/21 - Current
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Promoted client retention through high-quality service and follow through.
- Provided information and answered questions via personal meetings, telephone calls and email.
