Insurance Account Executive (CSI)
Abacare (Insurance Broker)
04.2022 - 05.2022
- Cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Review of clients' policies every year and recommended product additions or revisions to reflect changing needs.
- Follow up with potential clients regarding online information requests to present and clearly explain coverage options.
- Quote current and prospective clients with several insurance companies and presented proposals.
- Data entry, analysis and reporting.