Handles and resolves difficult issues involving Weichert clients and the WTA employees.
May 30, 2022
Follows up with broker if invoices have not been received.
December 12, 2022
Act as in-house insurance advisor to all Agents, CSR/assistants and Technical Assistants on technical and coverage issues, and agency company relationships.
December 26, 2022
Review, recommend, and approve alliance products and carriers to meet members and field representatives needs.
January 28, 2023
Manages the agency budget, expense statement, profit & loss statement, the balance sheet, contingency income, payables and receivables to ensure solvency, liquidity, and financial responsibility.
February 15, 2023
Create and maintain effective working relationships with alliance companies and field representatives.
March 11, 2023
Assists in monitoring and meeting deadlines for designated accounts and reviews new and renewals with Producer, Unit Manager and/or Account Executive.
March 12, 2023
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
March 12, 2023
Attend educational seminars as needed to improve management skills, acquire information, keep abreast of industry changes and maintain compliance with Agency and DOI.
March 15, 2023
Participate in appropriate training opportunities and in a timely manner.
May 04, 2023
