Assists in the processing of new business, including contacting customers to finalize sales and service transactions.
December 02, 2022
Contributes to and executes a marketing plan with the Lead Sales Representative.
February 23, 2023
Meet monthly goals for new business sales.
March 27, 2023
Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status.
April 08, 2023
Completes follow-ups on new policies in order to keep retention level high and capitalize cross-selling opportunities.
May 07, 2023