• Prospección y generación de nuevos clientes • Asesoría en seguros empresariales, vida, ahorro, retiro y gastos médicos • Estrategias de referidos y desarrollo de mercado natural • Seguimiento, servicio postventa y renovaciones • Detección de oportunidades en productos financieros adicionales

• Educate clients about Medicare benefits and coverage options. • Assist with plan enrollment and transitions. • Conduct plan comparisons and provide recommendations. • Ensure compliance with Medicare regulations and deadlines. • Effectively manage inbound and outbound calls in a high-volume sales environment, while maintaining professionalism and accuracy. • Maintain accurate records and documentation. • Provide excellent customer service to resolve issues and answer questions.

• Client Education: Clearly communicate the features, benefits, and costs of various life insurance policies and supplemental products, ensuring potential clients fully understand their coverage options. • Needs-Based Assessments: Conduct thorough evaluations of clients’ financial situations, future goals, and protection needs to recommend personalized insurance solutions that provide adequate coverage. • Sales & Relationship Management: Establish and nurture long-term client relationships by providing exceptional customer service, proactive follow-ups, and ongoing policy support to ensure client satisfaction. • Regulatory Compliance: Ensure all sales processes and policy recommendations adhere to state and federal insurance regulations, maintaining the highest level of integrity and professionalism. • Record-Keeping & Documentation: Maintain accurate and up-to-date records of client interactions, policy applications, and coverage details, ensuring compliance with industry standards and company policies. • Industry Knowledge & Development: Stay informed about industry trends, product updates, and regulatory changes to better serve clients and remain competitive in the market. • Professional Growth: Participate in company training programs, certification courses, and licensing requirements to enhance skills and remain in compliance with state insurance regulations.

• Prepare and issue Certificates of Insurance for renewals, refinances, and other client or lender requests. • Communicate with banks, lenders, and clients to clarify requirements and ensure accurate documentation. • Review insurance policies to verify coverages, limits, endorsements, and compliance with lender specifications. • Maintain organized records and ensure proper documentation is collected and stored. • Collaborate with internal team members to resolve discrepancies or obtain missing information. • Provide exceptional customer service through clear, professional, and timely communication.