Provide leadership and mentorship to the team that promotes teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
April 04, 2023
Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet, and face-to-face meetings) for various client and potential client audiences with diverse backgrounds to secure new and maintain existing client relationships.
November 28, 2022
Manage and maintain Brokerage Builder with current required information and documents on an ongoing basis including but not limited to census, rates and benefit summaries.
December 02, 2022
Demonstrate Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution.
January 12, 2023
Review Backwards Expiration Report and provide updates to your assigned Account Service Coordinator or Associate Account Manager.
January 16, 2023
Participate in training opportunities to develop advanced product knowledge in order to share current information while generating and delivering products quotes to clients.
April 01, 2023