Producers: |
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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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Identifies and solicits sales opportunities 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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Develops creative insurance solutions to protect personal and business assets Obtains and places new clients within the agency Presents coverage recommendations based on risk exposure Assists policy holders with questions about policy coverages and policy types
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Account Managers: |
- Responsible for the servicing and marketing needs of the Security First Insurance commercial clients
- Assists clients with any accounting discrepancies or concerns
- Responds 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
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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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Provides policy holder assistance Processes changes and endorsements Provides policy coverage recommendations
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Accounting: |
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Accounts payable Reporting and Analysis
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Payroll Invoicing Reconciliation
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Administration: |
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Develop growth initiatives Provide training and ongoing development to staff Monitor and review vendor relationships Marketing and community relations
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Provides policy holder assistance Processes changes and endorsements Provides policy coverage recommendations
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Assists customer correspondence Manages social media networks Provides policy holder assistance Administers marketing programs
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