Manager

• Executing our Personal Insurance Review (PIR) process for all existing clients to ensure satisfaction.
• Entering client information into various databases and customizing message delivery.
• Submitting auto, home, and commercial insurance policies to bind coverage as needed.
• Work with Manager to help create, systematize, and implement new marketing programs.
• Monitor and update our key performance tracking systems in either Excel or Google Sheets.
• Creates and implements social media content to grow client loyalty and brand awareness.
• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships.
• Estimates and quotes policy premiums complying with underwriting guidelines.

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Portfolio Manager

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Senior Global Integrated Campaigns Manager – Product Launches