Prepare and ensure the professional quality of insurance underwriting submissions, prospect and client proposals and presentations, sales reports, professional communications .
October 17, 2022
Gather research information and complete market surveys, including gathering building information, maps and pictures, CoStar data, and creating building tour books.
December 13, 2022
Assist with building correspondence, file maintenance and management, meeting planning and scheduling, and report preparation.
January 31, 2023
Participate in Brokerage Team Meetings and weekly sales meetings to update colleagues on leasing activity, market information, new business generating efforts, prospects and market knowledge and trends.
February 11, 2023
Provide an excellent customer experience by overseeing the loan process from origination to closing and proactively communicating with the customer throughout the entire process.
March 24, 2023
Understand broad spectrum of commercial lines business not limited to GL, Property, Management Liability, WC and Excess/Umbrella.
March 24, 2023
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.
April 18, 2023
Create commercial energy proposals for clients with an array of competitive offers for commercial clients.
April 20, 2023
Review sizing workbooks to develop stronger understanding of deal sizing.
April 27, 2023
Manage property tours with industry colleagues and prospects, creating a professional and engaging tour experience that features the benefits and appeal of our portfolio assets.
May 03, 2023