Guide aspiring insurance agents through state licensing by managing a large pipeline, communicating requirements, maintaining MS Access records, making inbound/outbound calls, and updating supervisors and agency partners on progress and changes.

Handle inbound cancellation calls and outbound lapse-recovery contacts to retain life insurance policyholders. Assess situations, recommend solutions, document interactions, maintain product knowledge, adapt communication bilingually (English/Spanish), and meet call center KPIs for retention, quality, and attendance in a remote environment.