Meet monthly goals for new business sales.
December 29, 2019
Completes follow-ups on new policies in order to keep retention level high and capitalize cross-selling opportunities.
December 25, 2019
Assists in the processing of new business, including contacting customers to finalize sales and service transactions.
October 23, 2019
Contributes to and executes a marketing plan with the Lead Sales Representative.
September 23, 2019
Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status.
June 17, 2019