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To market to prospective clients and obtain details required to provide proposals.
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Upon receipt of details, to provide comprehensive proposals to clients in accordance with established procedures for writing good quality business.
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To followup completed proposals on a timely basis in order to attempt to obtain sale.
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To log inbound contact details from prospective clients, as well as outbound marketing efforts, quotation details, sales made, and other sales activities.
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To review existing commercial house accounts assigned to you and contact client and followup as needed to ensure adequate insurance protection is in place
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To cross sell, upsell, and obtain referrals for more business
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Achieve goals and objectives established for your position through marketing activities and by using professional customer focussed sales techniques
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Obtain all relevant details from clients and develop appropriate insurance policy to meet the client’s needs
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Meet with Sales Report to advise of status of sales activities as per agreed upon schedule. Provide monthly quote and sales to Sales Report weekly.
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Log a complete conversation notation for every conversation with or with respect to brokerage clients and follow up appropriately
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Help brokerage achieve good loss ratios with companies by co-operating with co-workers and underwriters to maintain good quality book of business
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Assist in maintaining a positive and professional office atmosphere
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Provide clients with level of service consistent with brokerage standards
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Perform such other duties as may be from time to time assigned
