Effectively develop and present proposals on a timely basis
Negotiate/execute new and renewal production and goals as established with management
Develop and pursue prospects through solicitation, referral, target marketing and industry affiliations
Secure information, recommendations for prospective accounts, present proposals and new accounts while adhering to prescribed policies and procedures and document electronic file accordingly.
Efficiently coordinate, present and process new business on timely basis.
Properly document all conversation and materials with insureds and/or carriers regarding exposures and coverages in the electronic file.
Assist in resolving any coverage issues/questions, audits, endorsements, accounting, claims or marketing issues as needed.
