Meet monthly goals for new business sales.
March 04, 2021
Completes follow-ups on new policies in order to keep retention level high and capitalize cross-selling opportunities.
January 29, 2021
Contributes to and executes a marketing plan with the Lead Sales Representative.
January 15, 2021
Assists in the processing of new business, including contacting customers to finalize sales and service transactions.
October 24, 2020
Acts as initial contact in addressing customer concerns regarding establishment of policies and new account status.
March 20, 2020