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- Retain current clients.
- Annually design and execute an individual business / sales plan.
- Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members.
- Help client make more informed decisions with respect to risk treatment options.
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- Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files
- Manage database including policy information and specification information
- Order, check, and process endorsements and audit
- Preparation of renewal information for renewal marketing
- Invoicing of all documents
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- Retain current clients.
- Annually design and execute an individual business / sales plan.
- Identify and understand client operations, risk and client goals/objectives. Clearly communicate those to underwriters and team members.
- Help client make more informed decisions with respect to risk treatment options.
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