Embedded Insurance

• Respond to inbound leads and follow up with prospective customers via phone, email, and SMS. • Educate customers on auto insurance products, coverage options, and agency value. • Identify cross-selling opportunities and actively offer additional lines (e.g., home insurance). • Assume the sale, comfortable speaking assumptively and working to close. • Be proactive in meeting or exceeding monthly sales targets while maintaining exceptional customer service. • Detailed utilization of CRM to manage leads, track pipeline activity. • Adherence to all compliance guidelines