Coach and mentor your team with the guidance and support of your leader.
Review client data entries, invoicing and coverage selection for compliance
Ensuring your teams client activities are dealt with effectively
Work with Account Executives to quote and cross sell products to new clients to contribute to the growth of the business
Monitor lead management for the entire team to ensure the experience the customers are receiving is exceptional.
Role modeling expected behaviors by reaching out to customers when required, placing complex risks and other behaviors that contribute to a strong and successful team.
Remain up to date on product knowledge and build relationships with insurance providers
Continue self-development through industry and community involvement, training and other courses