• This is a remote position. • Make Good Things Happen for Other People • Follow our proven sales process to offer our existing and prospective bilingual customers the best individualized policy options from the insurance carriers IIG represents • Prospecting Calls, Qualify leads, Present Quotes, Close and Follow-up • Keep accurate information for all prospects and customers within the CRM database, adhering to company quality and compliance standards • Building relationships with clients and actively capitalizing on Referral Lead cultivation, to obtain new prospects • Follow up on quotations with customers which have been initiated online and converting these into sales over the telephone • Email management and follow-up with calls/ emails for the missing information and documentation • Use insurance carrier’s platform & technology timely and accurately

• Work with intermediate payer denials and understand reimbursement methodologies • Identify denial trends and possible solutions • Assist other caregivers with level one follow-up tasks • Resolve denials by researching, appealing, correcting and rebilling claims • Coordinate with Cash Management to obtain and post payments • Maintain accurate records in the EHR and provide documentation • Collaborate with internal and external stakeholders to resolve issues

• You will be responsible for prospecting new customers for home, auto, and other personal line products • Meeting with referral contacts to generate new business in our illustrious dealership • Assess client’s unique situations and recommend insurance plans that provide optimal protection • Leverage proven approach to ensure clients get the right coverage and experience exceptional service throughout the process • Actively connect with current and potential clients, fostering trust and loyalty through clear communication and follow-up • Collaborate with colleagues to deliver a seamless experience for everyone • Proactively seek out new opportunities through phone outreach, networking and other lead generation strategies

• Initiate contact with independent agencies within your designated territory. • Identify decision makers and key contacts within the agency. • Ensure that agencies are aware of our contact information and the departments responsible for specific inquiries. • Familiarize yourself with the agency's history and operations. • Assess opportunities for growth and profitability within the agency. • Analyze the agency's size, business volume, target customer base, lead generation methods, and more. • Establish clear commitments mutually agreed upon by both parties. • Define specific timelines and measurable outcomes for the agreed-upon commitment. • Conduct 16-20 unique in-person sales calls per week.