Telephone-based sales role selling life, health, disability, dental and other insurance products to affinity group members. Prospecting, quoting, completing applications, documenting activity in CRM, meeting sales and quality targets, using marketing campaigns, and resolving client inquiries.

The Policy Review Specialist focuses on retaining policyholders by managing renewals, conducting outreach, analyzing data, and suggesting policy adjustments to improve customer retention and sales opportunities.

Handle inbound client calls and emails for the Rental Team, process endorsements and bind requests, maintain accurate policy records, and resolve system issues while ensuring compliance and excellent customer service.