1. Sales

Selling health & life insurance to inbound leads who are contacting us to buy health insurance, including:

Initial consultation & needs analysis
Use our quoting system to make quotes
Explain quotes, benefits & advise client with recommendation
Follow-up until deal is won/lost
Sales sign-up, applications forms, contracts & policy documents
Ongoing support
Find new business through own efforts, outside of leads given
2. Customer Service

Act as the main point of contact to your client, when they have any questions or need help during the policy year. Delegate customer service work to our in-house customer service department.

3. Client Relationship Management

Use our CRM system to maintain & build relationships with clients, including:

Renewals & next payments
Referrals
Cross-sell other insurance products
Build personal & professional network