Help prospective clients navigate life, critical illness, and health & dental insurance options Speak with customers to answer questions and guide them through the buying process Manage a high-volume pipeline of 300–350 leads each month Use HubSpot to track conversations, follow-ups, and application stages Recommend the right coverage based on customer needs Maintain high-quality service across phone, email, and SMS channels Address customer questions related to their needs, product details, or how the insurance process works Collaborate with teammates and team leads to help improve workflows Ensure every prospective customer receives honest, helpful, and human service