Personal Lines Inside Sales Producer
Core
Drive and close sales opportunities for individual clients by handling warm, vetted leads through inbound calls and transferring them to agents.
Role type
Inside Sales Producer (Personal Lines Insurance)
Builds
Customized insurance quotes and policy coverage for individual customers
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
inbound sales, lead handling, call center operations, customer relationship management, CRM database management, appointment scheduling, performance metrics tracking
Preferred skills
competitive drive, entrepreneurial spirit, self-starter, technical adaptability, time management
Technologies
call center database, basic software packages, latest technologies
Responsibilities
Handle lead volume primarily through inbound calls, follow communication scripts and call flows, identify customer needs and clarify information for agents, transfer calls or schedule appointments, build sustainable customer relationships, keep comprehensive records in the call center database, meet personal and team call transfer targets
Seniority
Entry-level to Individual Contributor