- Connect with potential customers via phone, email, and text to understand their insurance needs and recommend tailored coverage solutions
- Clearly communicate the features and benefits of products from multiple insurance carriers, answering customer questions with confidence
- Work primarily with company-provided qualified leads to maximize sales opportunities and conversion rates
- Consistently follow up with prospects via phone, email, and text to move them through the sales funnel
- Meet or exceed sales goals by applying effective sales strategies and building strong relationships with customers
- Collaborate cross-functionally with underwriters and customer service teams to ensure a smooth customer experience
- Maintain accurate records of customer interactions and sales activities using CRM tools
- Build customized policies for customers using internal quoting tools and systems
- Educate homeowners on insurance coverage options to ensure they fully understand their protection
- Stay current on industry trends, product knowledge, and competitor offerings to effectively position Kin’s Agency solutions
Customer serviceNegotiationCRM