Account Executives: |
Sells and provides service quality to both personal and commercial insurance products Provides products for customers that meet their needs with financially secure insurance companies Uses 36 years of experience to provide professionalism and integrity to valued customers
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Obtains and places new clients within the agency Presents coverage recomendations based on risk exposure Assists policy holders with questions about policy coverages and policy types Provides and researches programs within the agency to provide a better overall experience for both our insureds and our staff
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Identifies and solicits sales oppotunities Develops creative insurance solutions to protect personal and business assets Provides personal attention through excellent service to each and every client
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Tim Van Denend, Principal 303.730.2327 ext. 225 timv@securityfirstia.com |
Account Representatives: Responsible for the servicing and marketing meeds of the Security First Insurance commercial clients Assists clients with any accounting discrepancies or concerns Resonds to the requests and needs of clients and Security First associates Prepares renewal submissions, quotes and binding Responsible for obtaining, providing and reviewing all policy changes during policy term |
Debbie Hakar, Personal Lines Account Manager 303.730.2327 ext. 227 debbie@securityfirstia.com Assists clients with questions in regard to coverage, billing and policy changes Processes and assist with claims handling Reviews and remarkets renewal policies to ensure proper coverage and premiums for our clients
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Responsible for the servicing and marketing needs of Security First Insurance commercial clients Participates in new business marketing and placements of coverage Responsible for obtaining, processing and reviewing all policy changes during the policy term Assists clients with any accounting discrepancies or concerns Prepares renewal submissions, quotes and binding Responds to the requests and needs of clients and Security First associates
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Accounting: |
Administration: Assists customer correspondence Manages social media networks Provides policy holder assistance Administers reception desk
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Obtains and places new clients within the agency Presents coverage recomendations based on risk exposure Assists policy holders with questions about policy coverages and policy types Provides and researches programs within the agency to provide a better overall experience for both our insureds and our staff
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