Juan Ocampo

• Conducted daily door-to-door outreach to homeowners to identify potential customers and generate new business opportunities.
• Built rapport with prospective customers, identified their needs, and effectively communicated the value of receiving a complimentary estimate.
• Scheduled complimentary estimates by identifying customer needs and confidently guiding prospects toward the next step in the sales process.

• Generated qualified insurance leads for agencies across the United States seeking new customers for home, auto, and life insurance policies.

• Conducted 150-250 outbound calls daily to identify potential insurance customers and assess coverage needs.

• Collected and verified prospect information to ensure agencies received accurate, high-intent leads.

• Matched prospects with insurance agencies based on location, coverage needs, and eligibility.

• Consistently met performance targets related to lead quality, productivity, and customer engagement.

• Consulted with prospective clients to identify insurance needs and recommend appropriate home, auto, flood, and umbrella policies.

• Generated quotes and customized coverage packages based on client risk profiles.

• Educated customers on policy options to help them make informed purchasing decisions.

• Built strong client relationships that supported retention and referral opportunities.

• Completed 250+ daily deliveries while maintaining strict scheduling and safety standards.

• Optimized delivery routes to improve efficiency and meet company performance metrics.

• Maintained professional customer interactions during deliveries.