Demonstrated ability to build relationships, trust, and connect with clientele.
January 29, 2020
Assists our customers in the selection of and application for individual life insurance products as well as other individual products.
February 08, 2020
Create illustrations and follow up on as necessary.
February 18, 2020
Prepare and ensure the professional quality of insurance underwriting submissions, prospect and client proposals and presentations, sales reports, professional communications .
February 22, 2020
Provide continuous professional advice, guidance, and suggestions for improving the risk management programs of Company clients and prospects.
February 28, 2020
Setting and attaining goals for book management including but not limited to, production, agency visits, product updates, collection issues, hit ratios, legal environment, market changes.
March 02, 2020
Develops on-going relationships with agents, monitor profitability and quality of submissions along with the marketing team to keep agent up-to-date with underwriting and/or product changes, efficiently and profitably.
March 29, 2020
Reviewing requests to bind coverage to ensure accuracy before processing.
April 09, 2020