Job Functions:

• Customer Retention:

Enhance customer loyalty and reduce attrition by proactively engaging unassigned customers, addressing

concerns, and preserving ANP through retention and lapse prevention.

• Sales Performance:

Nurture and convert assigned leads, including campaign-sourced and existing customers, by conducting

needs assessments and reselling relevant products through virtual or in-person engagement.

• Product Knowledge:

Stay knowledgeable about insurance products and services, attend trainings regularly, and use this

knowledge to advise customers and answer their questions effectively.

• Relationship Management:

Build and maintain strong relationships with retained unassigned customers, providing a personalized

experience to support future reselling opportunities.

• Prepare performance reports as necessary.

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