• Responsible for making sure all information is gathered accurately and efficiently • Ability to support our Direct Sales Team for sales efforts such as sorting sales inbox, checking on license and CE, and quoting assistance • Point-of-sale calls/meetings (direct to consumer, Insurance specialists and their clients) • Act as “subject matter expert” for all-things LTC Insurance for our clients • Conduct meetings, and phone calls with advisors or working with clients individually • Data entry to assist New Business Processing team with incoming applications • Occasional potential for marketing opportunity to send drip emails / announcements out to our clients