Build and maintain positive client relationships through recurring calls, meetings and strategic partnerships with the customer and their advisors.
January 12, 2023
Develops and executes strategy and account plans to ensure attainment of group-specific goals and optimal positioning including administration functions, negotiations and customer presentations.
February 15, 2023
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
March 12, 2023
Request and review renewal data from clients, prospects and carriers and develop a request for proposal in coordination with Account Managers for applicable lines of coverage.
May 06, 2023