Additional Comments: Forward thinker with a hunter mentality and excellent customer service skills.
Implementing strategies to renew or re-market insurance policies, considering factors such as changes in risk profile, losses, and the nature of operations.
Gathering New Information: Serving as the initial point of contact for clients, collecting and assimilating all pertinent information
Promotion insurance products and services, including endorsements, certs of insurance, prospecting & strong negotiation ability
Goal: To work continue to work with clients, and companies, utilize her customer service skills and knowledge of a wide range of risks with a company long term, she is looking to build a career with the same company, and flourish while representing the companies values and meeting targets for NB, and cross selling
Additional Comments: Proficient in assessing clients' risk exposures across various industries and recommending comprehensive insurance coverage to mitigate potential liabilities effectively.
Skilled in analyzing insurance policies to identify coverage gaps, negotiate favorable terms, and optimize coverage to align with clients' evolving business objectives. Collaborate seamlessly with underwriters, claims and professionals. Facilitate the completion of necessary documentation, endorsements, and certificates.
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: This candidate has a wonderful personality and it's obvious that customer service is #1 for her. She was a pleasure to interview. I highly recommend her to any brokerage house.
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.