Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine risk, potential benefit features and premium equivalent rates for self-funded groups.
February 23, 2020
Makes decisions regarding pricing, capacity, terms and conditions based on those analyses on the most complex accounts.
April 24, 2020
Requires extended periods of computer use.
April 27, 2020
Takes ownership and responsibility for actions and outcomes, performance and results.
June 16, 2020
Meeting with producers and renewal customers to make sales presentations including product education and new product roll out.
August 04, 2020
Manages the submission and underwriting process for own agency plant, working with more experienced underwriters if outside authority.
August 10, 2020
Assists as necessary in the negotiation of benefit plan designs and financial assumptions with client service team on new and renewal business.
August 22, 2020
Developing and negotiating price, coverage, and terms and conditions for all new business and renewals and actively identifying account rounding opportunities with a goal of writing $1M+ in new business annually.
September 04, 2020
Provides underwriting and financial knowledge sharing and education to clients, peers, and/or members of the sales and client service teams.
October 01, 2020
Demonstrate success in the marketing and sales of intangibles, negotiating, building strong relationships with customers, and providing exceptional customer service.
October 11, 2020