Reviews communications and ensures that appropriate messages are being sent by support team to clients and carriers.
Trains, mentors and oversees performance management for support level employees, coordinates workload of team members and ensures team is appropriately staffed to meet client needs.
Utilizes knowledge of industry, markets, clients and company systems to assist Broker will all aspects of policy management, proposal preparation and presentation creation.
Provides assistance to Broker regarding coverage questions and program adjustments.
Maintains a complete understanding of all major classes of services the Company offers to better assist Broker.
Builds and maintains ongoing relationships with the team colleagues to effectively serve clients.
Utilizes knowledge of industry, markets, and clients to assist Broker with all aspects of policy management, proposal preparation and presentation creation.
May analyze contract documents and bond forms, as well as banking terms and conditions.
May analyze and interpret the terms and conditions of General Agreement of Indemnity required to be executed by Clients to support all surety transactions.
May analyze financial statements for all industries with specific knowledge of each industries unique financial metrics.
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