Goal: Focus his attention being known for his ability to go above and beyond for his clients, and eventually grow into a leadership role, where he can share his skills and passion to a team of his own, and watch them develop and grow
Additional Comments: - Utilizes active listening and evaluation ability to individualize policy recommendations based on their specialized needs
- Communicates clearly to clients the features and advantages of various polices to promote sales and ensure his customers are properly covered
- Built and maintained strong relationships with underwriters, along with friendly negotiation skills with underwriters for policy approvals
- Energetic and communicative professional, dedicated to servicing his clients needs
Goal: Her current situation doesn't allow for client correspondence directly, it's more email based, she wants to be in a role where she can connect with clients, build those relationships, in doing so, alleviates room for error or mis context. Her clients can see and feel her dedication to them this way, allowing her great success in obtaining referrals and a high retention rate. She wants to be servicing a book, where direct client interaction, whether over the phone, in person and email if requested, is encouraged and allowed. To be in a healthy work environment long term.
Additional Comments: She is providing start to finish service, with cross selling, upselling and bringing in NB as it comes. She attends regular events to meet the UW face to face, to build relationships with them, and have strong connections, for negotiations and positive interactions. She is managing a robust book of business, prepares her renewals 60 days in advance, remarketing, and putting all her efforts into obtaining the lowest rates for her clients. She is making one last move, where she can call home.
Additional Comments: With a track record of success in personal lines insurance and a commitment to client satisfaction, she is poised to bring her skills to new heights and eventually move into the Commercial Side. With a passion for client satisfaction and an unwavering commitment to excellence, she has successfully navigated the complexities of the insurance landscape, ensuring that my clients receive the personalized attention and comprehensive coverage they deserve. She is eager to be a leader in the industry
Goal: She is currently working in Cross Border Soley, and would like to utilize her expertise in other risks, different accounts, take on more responsibility and not be confined to one niche area.
Additional Comments: With a keen eye for detail and strong background in not just the service peice of CL, but the back end work. She is processing endorsements, invoicing, renewals and pre renewal notices, high volume of email correspondence for her overseas accounts, writing NB, issuing certs of ins, and most importantly getting her clients the best rates. She articulates inquiries re policies clearly and precisely & resolves discrepancies, and diffuses difficult situations. She is an outstanding candidate 💫
Additional Comments: Duties Include: Answering calls on a queue, making policy changes, advising clients of additional products to add extra protection based on their file review, endorsements, issuing slips of insurance, claims calls, getting better rates for any renewal calls he gets. He is also doing remarkets and writing NB. He has consistently met his sales targets, and hits 100% on his performance reviews. He is a young energetic broker with a high level of knowledge & the skills to be successful quickly 🌟
Additional Comments: Some of his daily tasks are;
- Quoting, taking new policies and ensuring all documentation is in place to confirm coverage
-Builds great relationships with UW, as he understands the importance of a team, and positive relationships to get positive negotiations with lower rates
- Renewals, cross selling upselling, review history and make suggestions to mitigate risk and propose scenarios without having coverage
- Goes above and beyond for his clients while keep in line with his company's values.
Additional Comments: Some of her daily duties are creating Bonds, invoicing, issuing Certs of Ins, renewals, creates enclosure letters and sends to Producers, Invoicing and assists brokers with review of their work for errors, document review. Thrives on innovation and adaptability, leveraging technology and industry insights to stay ahead of the curve. This enables her to offer forward-thinking solutions. In the fast-paced world of insurance, she meets deadlines and ensures timely completion of tasks.
Additional Comments: He is a start to finish service broker, with a outstanding ability to cross and upsell. He has excellent relationships with his clients and UW team, experience taking claims calls and collecting information to pass to the claims dept along with his ability to remarket policies and send to the carriers. He believes in a personal approach to his clients, and will call them rather than email, to ensure clarity and efficiency. Exemplary communication skills and a true client focused professional.
Goal: Looking for a company that promotes growth, and will allow her to utilize her skills in Commercial Lines and broaden her knowledge in other Specialty Risks.
Additional Comments: She has created contracts for clients and the team, then provides training for the brokers on the systems and what to look for. Receive clients claims calls, review the policy for ways to mitigate risk in future, lead the client with with available resources, then prepared meetings to show clients where the risk lies and suggests products to mitigate future incidents.
Servicing large accounts professionally and informatively. Highly intelligent, educated and on a very fast path to success.
Additional Comments: Currently compiling reports, preparing for renewals, supporting producers, uploading documents, reviewing for accuracy & liaising with the finance department regarding policies that need attention. Update EPIC, adding and removing people from policies, creating RFQ's, and any other tasks that arise. He also has a background as a business owner, and is very confident in his ability to work with clients, and close deals. Results-driven professional with a drive for professional development.