Independent Insurance Agent
ASNOA
Roseville, CA
06.2022 - Current
- Approached potential clients by using direct marketing mailings and phone contacts.
- Calculated premiums and established payment methods for sales.
- Conducted annual reviews of existing policies to update information.
- Created detailed reports for management to track performance and sales.
- Mentored junior agents in best practices for selling policies effectively while maintaining compliance with all regulations and ethical standards.
