Track daily unresolved customer interactions to agent.
January 03, 2023
Manage quote to closed sales volume ratio.
January 19, 2023
Review renewal business for additional coverage or cross sell.
February 14, 2023
Follows Insurance Agency policies and procedures for the receipt and processing of all new and renewal insurance payments.
February 24, 2023
Training and mentorship will be provided.
April 04, 2023
Meeting with current customers to help determine their insurance needs and cross-selling products.
April 05, 2023
Market and sell auto, home, umbrella, life and related insurance coverages to individual buyers.
April 07, 2023
Provide exceptional customer service of all complaints and inquiries regarding all Farmers products and services.
April 15, 2023
Builds professional relationships with clients, Insurance Company representatives, dealerships, real estate agents, etc.
April 19, 2023