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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.
- Lead the marketing effort.
- Responsible for Client Accounts Receivables.
- Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR).
- Achieve significant level of expertise and remain current.
- Accept responsibility for final product and service to client.
- Develop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity.
- Proactively assist team members in their career development as well as be available to help all others in their development.
- Network within the community and centers of influence in order to recognize and maximize business opportunities.
- Understand and adhere to core values philosophy.
- Other projects upon management’s request.
#LI-JS1
- 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
- Request premium finance quotes from the Accounting department and premium allocation as needed
- Adhere to all Parker, Smith & Feek systems and procedures and insurance company regulations
- Special projects as requested including but not limited to: Contract review, quote review, policy checking, proposal review and updates
#LI-JS1
- 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.
- Lead the marketing effort.
- Responsible for Client Accounts Receivables.
- Adhere to all Parker, Smith & Feek systems and procedures, including active participation in Parker, Smith & Feek’s commitment to quality management and control (PAR).
- Achieve significant level of expertise and remain current.
- Accept responsibility for final product and service to client.
- Develop business partnerships with underwriters which have a high level of integrity, trust, honesty, and creativity.
- Proactively assist team members in their career development as well as be available to help all others in their development.
- Network within the community and centers of influence in order to recognize and maximize business opportunities.
- Understand and adhere to core values philosophy.
- Other projects upon management’s request.
#LI-JS1
