• Answer inbound calls from members and handle outbound outreach to existing members to review and sell insurance and membership products. • Determine customers’ insurance needs through probing and offer tailored coverage solutions. • Explain coverage limits, deductibles, payment options, policy language, and servicing provisions clearly. • Respond to current policyholder inquiries and requests. • Generate and follow up on leads using established lead management rules. • Cross-sell to existing accounts, work sales campaigns, and develop networking referrals. • Ensure applications meet agency and carrier guidelines, reducing E&O exposure. • Sell additional products such as credit cards, memberships, and other vital offerings. • Participate in performance planning and continuous improvement initiatives.