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.