Will need to develop client relationships to generate submission opportunities and a regular flow of business.
Review submission documents received to prepare additional information, including loss pics / summaries, loss stratifications, risk summaries, narratives, online research, and requesting additional information needed from the client.
Select and market the risk, by line of coverage, to markets to negotiate terms & pricing.
Provide comparisons and illustrations to compare options and support the client presentation process.
Utilizes knowledge of automated systems to develop information for new or renewal policies.
Prepares quotations for agents and answers inquiries from agents, policyholders, or prospects.
Reviews requests for cancellation, endorsements, etc.
Reviews policies for renewal consideration and remarketing.
Request additional documentation necessary for the processing of an application, endorsement, or cancellation.
Conduct marketing visits to agents and attend conventions.