Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations.
June 11, 2022
Participates in professional organizations and informal networks to develop, build and sustain pipelines and to obtain prospects.
December 16, 2022
Maintains follow-up and suspense on outstanding orders, correspondence, audits, reports, reporting form coverage, claims, renewal expirations and follows up promptly on these items.
January 20, 2023
Reviews all renewal submissions for completeness and acceptability, electronically updates systems and forwards to Underwriting or Marketing Representatives within the required timeframes.
January 29, 2023
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.
February 14, 2023
Develops and executes sales strategy in an effort to promote products via the telephone, fax, internet, mailing campaigns, advertising, and/or other marketing programs.
February 15, 2023
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.
March 24, 2023
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 23, 2023
Follows up regularly with producers as needed to discuss status of new business, upcoming renewals and renewals in process, and to determine appropriate action.
April 24, 2023
Manage and lead account relationships, prioritizing meeting deadlines and following-through on all client related matters.
May 07, 2023