Effectively generate and manage a portfolio of commercial insurance accounts.
This involves identifying potential clients, understanding their insurance needs, customizing insurance solutions, and building strong relationships to ensure client satisfaction and retention.
Focused on driving business and contributing to overall success of the company
Production year 1 began with a $1M book of business to retain. Between referrals, cold calls, and a laser focus on delivering excellent customer service, the end of year 1 turned resulted in $2.1M; while also servicing each account.
Production Year 1, Earned Commission = $340,000. | New Accounts, 92
Production Year 2, on track to write $3M by May 31, 2024
Smallest Account - $250 | Largest Account - $116,830
While aircraft insurance is the main contributor, other lines include:
Assisted four Top-Producers in their daily activities
Assisted two Top-Producers, combined book of $8M
Spent time selling Real Estate to pay bills while finding a new place to live and stepping back into the working world.
All administrative duties (fielding incoming calls, scheduling service calls, billing, collecting, reconciling bank statements, etc.) from start-up until the business grew large enough to hire full-time staff.
Assisted 3 Top-Producers in their daily tasks.
Fielding incoming phone calls, processed daily mail, processed deposit.