- Educate prospective customers about Home & Auto insurance options using the digital platform and product expertise.
- Manage inbound Home & Auto leads through the sales funnel and close qualified opportunities via phone, SMS, and email.
- Track customer touchpoints, follow-ups, and deal stages in HubSpot.
- Recommend coverage based on customer needs, balancing protection, price, and eligibility.
- Build and refine sales scripts, talk tracks, objection-handling, workflows, and follow-up sequences.
- Work with engineering and product teams to refine digital customer experiences and share product performance feedback.
- Meet sales and activity targets and test improvements to sales approaches and follow-up cadence.
- Contribute to sales playbooks by logging accurate data and surfacing objections and qualification insights.
- Identify bundle and cross-sell opportunities with Life and Health & Dental products.
- Ensure recommendations and customer interactions comply with RIBO requirements, carrier guidelines, and internal policies.
HubSpot