Manage and coordinate the activity of account associates for industry research, efficient coverage of prospects, development of presentation material and completion of RFPs/RFIs.
October 21, 2022
Meets or exceeds assigned retention and growth targets for existing accounts in assigned Book of Business.
January 12, 2023
Requires skill in clerical procedures, typing, report preparation, telephone etiquette, filing, correspondence preparation, project administration, skill and ability in grammar, composition, and format.
January 24, 2023
Reviews invoices for accuracy of general ledger coding and appropriate posting month-entered into the accounting software and aged according to invoice date.
March 02, 2023
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
March 16, 2023
Provides support for the Director of Premium and Truckload and also other Account Managers in the premium and truckload group.
March 20, 2023
Complete all other tasks requested by the Controller or Regional Director in a timely and professional manner.
April 17, 2023