Manage complaints, provide proper solutions and options within the time limits.
January 25, 2020
Maintains a sales record each month and provides a copy to the agent/office manager.
February 01, 2020
Meet or exceed monthly sales goals with a secondary focus on New Business Campaigns and Outbound Calling campaigns.
February 04, 2020
Provide a high level of customer service and sales/marketing expertise in commercial lines business while fostering and maintaining ongoing customer relationships.
February 05, 2020
Understand the policies, procedures, and technology solutions that are in place to protect our data and be proactive if compliance issues are suspected.
February 22, 2020
Demonstrated knowledge high dollar of billing/collection rules and regulations, and specialty billing procedures and contracts.
March 17, 2020
Works closely with payors for pre-pricing of high dollar claims to expedite claims processing.
March 18, 2020
Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
March 29, 2020
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts.
March 30, 2020
Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
April 18, 2020