Kaitlin Ponce Insurance, Inc.

• Prospecting for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists, etc. • Establish customer relationships and follow up with customers, as needed. • Schedule appointments, identify customer needs, and market appropriate products and services while providing prompt, accurate, and friendly customer service. • Use a customer-focused, needs-based review process to educate customers about their insurance and financial services options and put them on a path to meet their long-term goals. • Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.

• Prospecting for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists • Establish customer relationships and follow up with customers, as needed • Schedule appointments, identify customer needs, and market appropriate products and services while providing prompt, accurate, and friendly customer service • Use a customer-focused, needs-based review process to educate customers about their insurance and financial services options and put them on a path to meet their long-term goals • Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business

• Provide information about insurance products and services. • Assist customers with policy applications and renewals. • Handle customer inquiries and provide timely responses. • Maintain accurate records of customer interactions.