Insurance

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
• Support and prepare clients for renewal and retention and maintain strong client relationships.

Insurance Advisor

Claims Specialist

Revenue Assurance Capture Specialist

Senior Claims Specialist, Medical Malpractice, Professional Liability

Data Assurance Specialist

Property Insurance Claims Adjuster