Enroll Employee in supplemental insurance in group settings
Life
Cancer
Accident
Critial Care
Hospital Ingemnity
Short term disability
Vision
Dental
Using Everwell platform
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Approached potential clients by using direct marketing mailings and phone contacts.
Cross-sold insurance products to existing clients to reach sales targets.
Utilized CRM software to manage client relationships.
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Identified and solicited sales prospects in agency databases.