Develop and maintain key account plans that identify opportunities for company to deliver value, strategic motivators, main stakeholders, buying processes and forecasted sales.
December 30, 2022
Assists in collecting premiums when called upon with any uncollected premiums become the responsibility of the Producer.
February 06, 2023
Maintains professional account relationships with new or established account representatives to introduce and sell new products to and facilitate deeper market penetration and representation and encourage and explore cross op co sales opportunities.
February 19, 2023
Understanding of working with the property & casualty insurance/risk management needs of highly successful individuals OR understanding of working with the property & casualty insurance/risk management needs of small and medium sized enterprise.
March 25, 2023
Executes sales goals by maintaining a large book of business of complex or high-yield accounts by conducting frequent sales presentations, calls and meetings.
March 27, 2023
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements.
March 31, 2023
Generate new business and establish new accounts to produce profitable premium.
April 06, 2023
