Understanding upper funnel [brand messaging, calls to action] and lower funnel [direct response, conversion] campaign tactics.
April 27, 2020
Requires skill in clerical procedures, typing, report preparation, telephone etiquette, filing, correspondence preparation, project administration, skill and ability in grammar, composition, and format.
April 30, 2020
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
May 07, 2020
Build and maintain positive client relationships through recurring calls, meetings and strategic partnerships with the customer and their advisors.
June 03, 2020
Manage and coordinate the activity of account associates for industry research, efficient coverage of prospects, development of presentation material and completion of RFPs/RFIs.
June 16, 2020
Develops and executes strategy and account plans to ensure attainment of group-specific goals and optimal positioning including administration functions, negotiations and customer presentations.
July 26, 2020
Meets or exceeds assigned retention and growth targets for existing accounts in assigned Book of Business.
August 03, 2020