Include the following. Other duties may be assigned:
– Provide prompt, comprehensive quotes to potential new clients.
– Follow up promptly on all quotes submitted, be a closer!
– Round accounts for new clients by offering flood, umbrella, etc.
– Continuously add referral partners.
– Spend time out of the office fostering relationships with existing referral base.
– Work with the referral rewards team on closing new leads.
– Work strategically to add new carriers as we need them, it is very important that we have
access to the best carriers available anywhere.
– Set and maintain goals and objectives such as backlog, quote turnaround, time to follow
– Submit weekly numbers on a weekly basis, Monday mornings by 10:00 am
– All new policies are entered into AMS 360 in a timely manner and are complete, foster a
seamless handoff to the CSR team.
– Maintain a relationship with key, strategic customers.
– Support the CSR team whenever necessary.