Or making personal visits.Implements methods for promotion of policies or improvements to processes.Ensures quotes and binder are confirmed in writing, policies are issued promptly and..
For new accounts, move Prospect information to Customer information. and set up policy in AMS360. Generate an invoice from our AMS360 system and Email binder and invoice to Brokers. Set tasks..
Maintain a binder with program forms (, attendance sheets, class schedules, SFSP meal log, medical forms, and medical claims forms, etc.) throughout the day. Uphold discipline and foster..