Establishes personalized telephone contact with the client.
Creates a climate of trust conducive to the sale of a home or auto insurance policy.
Educates and advises our clients on our products, while adhering to the company’s underwriting policies.
Seizes all sales opportunities, solicitation and product offers.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.

系统翻译：
与客户建立个性化的电话联系。
营造有利于房屋或汽车保险保单销售的信任氛围。
就我们的产品向客户提供教育和建议，同时遵守公司的承保政策。
抓住所有销售机会、招揽和产品报价。
与代理商合作建立并实现营销目标。
使用以客户为中心、基于需求的审核流程来教育客户有关保险选择的信息。