Sell homeowners, auto, RV, and other personal insurance products through consultative customer engagement. Manage inbound and outbound leads, recommend coverage, cross-sell and upsell policies, prepare quotes, gather underwriting information, and guide customers through purchase and binding. Maintain accurate customer records in Close.AI, explain policy terms clearly, and stay current on insurance products, systems, and carrier platforms. The role is office-based with uncapped commissions and licensing support.

Sell property, casualty, homeowners, auto, RV, and other insurance products through consultative customer engagement. Manage inbound and outbound leads, quote policies, gather underwriting information, explain coverage, convert prospects, cross-sell and upsell, and guide customers through binding. Maintain accurate CRM documentation and stay current on insurance products, systems, and carrier platforms while delivering professional customer service.