Follow up customer calls where necessary.
January 17, 2023
Performs cross selling on other services offered by the company and/or strategic partners .
January 02, 2023
Completes all required training in a timely manner including detailed knowledge of Infinity products, coverages and rating factors for all assigned states.
February 11, 2023
Gather and report information such as prospective student demographic data and feedback.
March 06, 2023
Recommend additional marketing to US office.
April 14, 2023
Completes sale of policy by collecting down payment and uploading policy.
April 21, 2023
Maintains records on customers including information about the consumer, source of lead, response to quote/offer application and policy according to procedures established by management.
April 24, 2023
Performs all other duties as assigned.
May 09, 2023