The Senior Insurance Portfolio Lead is primarily responsible for developing monthly prospects, coordinating customer service and loss prevention, maintaining exceptional customer service and retention results. This role involves selling P&C product lines to targeted goals, closing sales by building rapport with key decision makers within target accounts, explaining garage and inventory program and service capabilities, while effectively overcoming objections. The position also includes the distribution of workload and direct management of Insurance Portfolio Leads, servicing current customers, identifying non-P&C opportunities, and maintaining current knowledge about the insurance products and markets.
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Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Education Level
Bachelor's degree