Understand broad spectrum of commercial lines business not limited to GL, Property, Management Liability, WC and Excess/Umbrella.
March 08, 2020
Review sizing workbooks to develop stronger understanding of deal sizing.
April 20, 2020
Gather research information and complete market surveys, including gathering building information, maps and pictures, CoStar data, and creating building tour books.
April 21, 2020
Develops on-going relationships with agents, monitor profitability and quality of submissions along with the marketing team to keep agent up-to-date with underwriting and/or product changes, efficiently and profitably.
May 02, 2020
Prepare and ensure the professional quality of insurance underwriting submissions, prospect and client proposals and presentations, sales reports, professional communications .
May 30, 2020
Assist with building correspondence, file maintenance and management, meeting planning and scheduling, and report preparation.
June 02, 2020
Provide an excellent customer experience by overseeing the loan process from origination to closing and proactively communicating with the customer throughout the entire process.
June 04, 2020