Maintains follow-up and suspense on outstanding orders, correspondence, audits, reports, reporting form coverage, claims, renewal expirations and follows up promptly on these items.
February 20, 2021
Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations.
March 17, 2021
Performs customer service and account management responsibilities, as needed, which may include resolving issues related to billing, making changes to policies, and responding to policy coverage related questions.
April 03, 2021
Manage and lead account relationships, prioritizing meeting deadlines and following-through on all client related matters.
April 13, 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.
April 22, 2021
Participates in professional organizations and informal networks to develop, build and sustain pipelines and to obtain prospects.
May 04, 2021
Reviews all renewal submissions for completeness and acceptability, electronically updates systems and forwards to Underwriting or Marketing Representatives within the required timeframes.
May 11, 2021