Manage and lead account relationships, prioritizing meeting deadlines and following-through on all client related matters.
May 20, 2021
Provide service to existing accounts in conjunction with the Customer Service Representative of AGAI, and claims, loss control, and audit personnel from the carrier.
July 25, 2021
Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations.
August 02, 2021
Assist the agency / company / and client in the resolution of disputed audits, and the collection of additional premiums due, on accounts produced by or assigned to the producer.
September 08, 2021
Reviews all renewal submissions for completeness and acceptability, electronically updates systems and forwards to Underwriting or Marketing Representatives within the required timeframes.
September 26, 2021
Follows up regularly with producers as needed to discuss status of new business, upcoming renewals and renewals in process, and to determine appropriate action.
October 13, 2021
Participates in professional organizations and informal networks to develop, build and sustain pipelines and to obtain prospects.
November 05, 2021