Experience

We Insure

• United States
• Insurance
• 1 - 100 Employee

• Insurance Specialist

  • Apr 2020 - Present

  • Conducted fact-finding to analyze and review client/account exposures to complete insurance applications to provide accurate quotes, as well as oversaw the registration of new clients and processed policy changes. • Engage in the development of new business besides providing advice on current engagements. • Thrive in a Fast-Paced Property/Casualty Data Environment (including homeowners, personal auto, businessowners, commercial auto, commercial property and general liability). • Analyze and review client/account exposures • Manage all facets of on-site risk management assessments, including coordination. • Provide clients with advice on safe management practices and risk reduction techniques. • Assess clients through programs, and protocols, and suggest appropriate insurance solutions to minimize risk. • Establish internal and external office processes that allow the company to achieve its planned goals. This includes ensuring all contracts and paperwork are completed, filed on a timely basis, and reviewed policies annually and quarterly with clients to update policies as necessary. Communicate with management to decide whether to accept or reject client risk for the agency. • Set up presentations with referral sources and be active in different associations and networking events to generate new clients and develop marketing campaigns to get new clients. Show less



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• Advertising Services
• 1 - 100 Employee

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