Develop and maintain key account plans that identify opportunities for company to deliver value, strategic motivators, main stakeholders, buying processes and forecasted sales.
December 22, 2019
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.
December 31, 2019
Builds and uses best practices regarding Agency Operations, works consultatively to follow up with plans, holding process owners accountable for agreed upon actions.
February 16, 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.
February 17, 2020
Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations.
February 24, 2020
Follow up with agent on any inspection discrepancy and make appropriate changes to the policy if needed.
March 21, 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.
March 25, 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.
March 31, 2020
Meets with the prospects to build a relationship, gather underwriting information, deliver proposal, and win the business.
April 10, 2020
Participate in educational development to gain an understanding of the competitive market, product, and industry trends and impacts.
April 13, 2020