Develop and maintain key account plans that identify opportunities for company to deliver value, strategic motivators, main stakeholders, buying processes and forecasted sales.
January 08, 2020
Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations.
February 26, 2020
Builds and uses best practices regarding Agency Operations, works consultatively to follow up with plans, holding process owners accountable for agreed upon actions.
March 01, 2020
Manage follow-ups listed in The Agency Manager System (EPIC) providing underwriters with necessary information requested or gathering additional information to keep client file up-to-date.
March 21, 2020
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.
April 06, 2020
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.
April 18, 2020
Maintains follow-up and suspense on outstanding orders, correspondence, audits, reports, reporting form coverage, claims, renewal expirations and follows up promptly on these items.
May 09, 2020