• Insurance sales to new and existing clients through incoming calls, emails, faxes and referrals
• Quote, provide advice, council regarding coverage, appropriate product, pricing and payment options
• Function as first line underwriters, qualifying clients to maintain and promote quality business representing corporate objectives
• Review policy wordings and documents to ensure accuracy and adequacy
• Manage accounts receivables (collections and reconciliation – as required)
• Manage appropriate follow up activity
• Maintain professional relationships with business partners
• Tam input (prospect data, nb data, file documentation)
• Insurer portal transactions/activity
• Lead generation activity, alone & in collaboration with sale and marketing colleagues
• Participate as requested in PL planning and execution of growth, retention and continuous improvement goals and action plans
• Maintain RIBO hours as defined by RIBO continuing education guidelines |