Meets with the prospects to build a relationship, gather underwriting information, deliver proposal, and win the business.
June 22, 2021
Follow up with agent on any inspection discrepancy and make appropriate changes to the policy if needed.
October 25, 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.
December 25, 2021
Develop and maintain key account plans that identify opportunities for company to deliver value, strategic motivators, main stakeholders, buying processes and forecasted sales.
January 03, 2022
Provide excellent day-to-day customer service in a pleasant, professional manner to agents, clients and agency personnel, either over the phone, in person or through electronic communication with a "can do" attitude.
January 19, 2022
Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations.
February 07, 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.
February 09, 2022