Job description

• Engage with customers to understand their insurance needs and recommend suitable solutions.
• Identify sales opportunities and generate qualified leads through inbound and outbound calls.
• Promote insurance products and explain coverage, benefits, and pricing in a persuasive manner.
• Build strong relationships with potential customers to increase trust and conversion rates.
• Qualify interested customers and transfer qualified calls to the Closing Team for final consultation and sales closure.
• Ensure smooth and professional call transfers by providing accurate customer information and inquiry details to the Closers.
• Handle objections confidently and encourage customer interest in available insurance plans.
• Follow up with leads and potential clients to maximize sales opportunities.
• Maintain accurate customer records, lead status, and sales notes within the CRM system.
• Meet and exceed daily, weekly, and monthly KPIs related to lead generation, transferred calls, and conversions.
• Collaborate closely with the sales and closing teams to ensure a seamless customer journey.
• Stay updated on insurance products, market trends, and sales techniques to improve performance.
• Deliver a professional and positive customer experience that supports customer retention and business growth.