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Build a book of business by prospecting and developing referral partner relationships (real estate and mortgage), assess client insurance needs, compare carrier options, provide custom household risk solutions, and meet monthly new-business revenue goals. Role includes training in Salesforce, sales process management, and business development.

Lead, mentor, and coach a sales team in a call-center/personal-lines insurance environment to drive sales performance, exceed targets, improve processes, and support revenue growth through training, feedback, and hands-on leadership.

Sell personal insurance by prospecting and building referral partner relationships with real estate and mortgage professionals; assess client needs, compare carriers, and recommend customized household insurance solutions.

Build a book of business by prospecting and developing referral partner relationships with real estate and mortgage professionals. Assess clients' insurance needs, compare options across carriers, and recommend tailored household risk solutions.

Generate new business by prospecting and building referral partner relationships with real estate and mortgage professionals. Advise clients on insurance needs, analyze carrier options, deliver custom household risk solutions, and meet individual and team revenue targets.

Generate new business revenue by prospecting referral partners, building a book of business, assessing clients' insurance needs across many carriers, and delivering custom household risk solutions. Use Salesforce and company sales processes; focus on relationship building, networking, and meeting individual and team sales targets with uncapped commissions and renewal income.

Build a book of insurance business by prospecting and developing referral partner relationships with real estate and mortgage professionals, assess client insurance needs across many carriers, present custom household risk solutions, and meet individual and team new-business revenue goals.

Provide warm, professional email and chat support to clients across multiple states and product lines. Document case details, maintain accurate records, redirect claims when needed, and meet accuracy and turnaround benchmarks. Collaborate with internal teams, prioritize client experience, and follow established processes while building foundational insurance operations knowledge and career growth.

Lead development of complex data models, datasets, and Tableau dashboards; perform deep analyses of large datasets; present insights to senior leadership; optimize SQL queries and Snowflake-based pipelines; mentor junior BI team members and partner with business units to define KPIs and drive data-driven decisions.

Provide warm, professional email/chat support to insurance clients across multiple states. Document case details, redirect claims, maintain accurate records, meet accuracy and turnaround benchmarks, collaborate with internal teams, and prioritize exceptional client experience while building insurance operations skills.