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Lead generation Lead qualification Meets new business revenue budget (Annual Sales revenue) Listens to the needs of prospects and provides quality and responsive solutions Maintains all prospect information in the Sales CRM system Work with divisions to expand business opportunities and provide value added services Maintain all reports required by management Regularly analyzes customer operations
Posted 18 days ago
Handles mail, electronic and paper, appropriately and timely Prepare certificates, EOP's and auto ID cards Develop a thorough understanding of and use our document management system Respond to client inquiries and company requests on a timely basis Use agency management system to process all transactions Develop a thorough understanding of internal procedures and practices Assist in managing the c
Posted 1 month ago
Assist in preparing insurance company submissions as directed by Client Executive Creates and maintains client files, electronically and via paper Issues proofs of insurance Respond to client inquiries, incoming mail, and company requests on a timely basis. Review and order renewals according to agency procedures Manage emails Document receipt of renewals and investigate non renewals Review new bu
Posted 3 months ago
Manage the client service cycle and monitor time frames and renewal deadlines Assist in preparing insurance company submissions as directed by Client Executive Create and maintain client files, electronically Issue proofs of insurance Respond to client inquiries, incoming mail, and company requests on a timely basis. Review and order renewals according to agency procedures Manage emails Document r
Posted 5 months ago
RCM&D
- Baltimore, MD / Radnor, PA / Mechanicsburg, PA / 2 more...
Generates and qualifies leads by identifying prospects and evaluating their position in the industry; researches and analyzes sales options. Maintains relationships with clients by providing support, information, and guidance; researches and recommends new opportunities (including cross selling opportunities within RCM&D). Remains current on industry trends, market activities, and competitors. Mai
Posted 8 months ago
Surety account management responsibilities take bond requests, dialogue with client and market to obtain approvals, assemble information needed, and obtain approval & issue & execute bond or renewals Bond execution and resulting billing, accounting, and collections Develop client relationships at all levels of client organizations, cross sell RCM&D products and services, seek referrals and new bus
Posted 8 months ago
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