Teams at Roamly

Sell property, casualty, and personal lines insurance through consultative outreach. Convert leads via high-volume outbound and inbound handling, quote and bind policies using Roamly tools, maintain documentation in Close.AI, and support cross-selling and carrier transitions while ensuring compliance and excellent customer service.

Drive consultative sales of homeowners, auto, RV and personal lines by converting inbound and outbound leads, quoting using Roamly tools, gathering underwriting information, binding policies, cross-selling/up-selling, and maintaining documentation in Close.AI while meeting sales targets and providing high-quality customer service.