Responsibilities:

1. Lead Generation: Contact potential clients to generate leads and schedule appointments for insurance agents.
2. Customer Engagement: Explain various insurance products and services to clients, addressing their queries and concerns.
3. Sales Support: Assist in closing sales by providing necessary information and following up with leads.
4. Data Management: Maintain and update customer databases, ensuring accurate records of interactions.
5. Market Research: Gather information on market trends and customer preferences to identify potential opportunities.
6. Compliance: Ensure that all communications comply with regulatory standards and company policies.
7. Reporting: Track performance metrics and report results to management regularly.

Goals:

• Increase sales and conversion rates.
• Build a strong customer base and maintain relationships for future business.
• Meet or exceed targets set by the organization.