Provides support for the Director of Premium and Truckload and also other Account Managers in the premium and truckload group.
September 28, 2021
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to insure clients/prospects understanding and adequacy of coverages.
October 07, 2021
Understanding upper funnel [brand messaging, calls to action] and lower funnel [direct response, conversion] campaign tactics.
November 07, 2021
Build and maintain positive client relationships through recurring calls, meetings and strategic partnerships with the customer and their advisors.
December 23, 2021
Requires skill in clerical procedures, typing, report preparation, telephone etiquette, filing, correspondence preparation, project administration, skill and ability in grammar, composition, and format.
January 02, 2022
Develops and executes strategy and account plans to ensure attainment of group-specific goals and optimal positioning including administration functions, negotiations and customer presentations.
January 03, 2022
Complete all other tasks requested by the Controller or Regional Director in a timely and professional manner.
January 26, 2022