Builds and uses best practices regarding Agency Operations, works consultatively to follow up with plans, holding process owners accountable for agreed upon actions.
March 22, 2020
Generate new business and establish new accounts to produce profitable premium.
April 01, 2020
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements.
April 21, 2020
Provide accurate, complete and timely submission of required progress reports, forecasts, quotations, and pipeline development efforts.
April 28, 2020
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business.
May 02, 2020
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.
May 17, 2020
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.
May 29, 2020
Executes sales goals by maintaining a large book of business of complex or high-yield accounts by conducting frequent sales presentations, calls and meetings.
July 03, 2020
Develop and maintain key account plans that identify opportunities for company to deliver value, strategic motivators, main stakeholders, buying processes and forecasted sales.
July 06, 2020
Assists in collecting premiums when called upon with any uncollected premiums become the responsibility of the Producer.
July 14, 2020