• Manage customer accounts and update information in the database. • Assist customers with policy changes and inquiries. • Process insurance claims and follow up with customers on claim status. • Coordinate with underwriters to ensure timely policy issuance.

• Setting appointments: We schedule our own appointments with families who have requested more information regarding coverage • Run the appointment: Build a trusting relationship, ask curious questions, show affordable options and protect the family using a wide variety of coverage options from some of the top A-rated companies in the industry • Manage your activity, applications, and mindset • Participate in team meetings and attend one annual conference, mostly via zoom

• Help families in your local area find the best mortgage protection insurance • Utilize our lead system • Participate in leadership incentives and development processes

• Outbound Calls to clients that requested information • No Cold Calling • Set follow-up appointments to virtually sell life insurance / mortgage protection • You will need the ability to understand and present a solution professionally to a client looking to protect their family major health issue or death • Work with Mentor and thrive on high challenge / high support