Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
March 09, 2020
Maintains intimate knowledge of lease agreements, ensures compliance with the best interest of the assets, owners, and Company to mitigate risks.
June 28, 2020
Works independently and with Independent Representatives to develop sales opportunities and assists in developing the pipeline for future sales activity through daily interactions with Customers.
July 25, 2020
Prepare and/or review financial statements, budgets/reports to include but not limited to operating expense reconciliation (CAM Rec), rent roll analysis, monthly financial reports/summaries.
August 05, 2020
Demonstrated ability to work independently and across a matrix organization partnering with marketing, sales, capabilities, decision sciences, technology teams and external vendors to deliver solutions at top speed.
August 08, 2020
Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
September 10, 2020
Requirements for this job are subject to modification by the Company and its designees, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
September 15, 2020
Manage workload with accountability for business KPIs - order budgets, proposal timeliness, cycle time, hit rate/win rate, risk compliance and project profitability.
October 16, 2020
Actively participates with Commercial Lending support staff to ensure that all documentation is in place, applicable terms and conditions are adhered to, and required financial exhibit due dates are monitored, with exhibits received from customers in a timely manner.
October 18, 2020