Eric Greene

• Producer – Indoor Sports related coverages
• Analyzing coverage, recognizing and recommending risk management needs
• Preparing Proposals and Risk Management recommendations
• Review client contracts assuring they meet coverage requirements
• Consult with fellow producers recommending sales strategies.
• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.

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• Producer - Medical Malpractice Liability Insurance to physicians and Management Liability
• Producer - Lawyers Professional Liability to Attorneys and Management Liability
• Leveraged CRM tools to track leads and analyze data, optimizing sales efforts for positive results.
• Analyzing coverage, recognizing and recommending risk management needs
• Preparing Proposals and Risk Management recommendations
• Review client contracts assuring they meet coverage requirements
• Consult with fellow producers recommending sales strategies.
• Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
• Increased client base by identifying and pursuing new business opportunities through market research and networking.
• Established and maintained highly effective relationships with clients and industry partners to drive growth.
• Communicated directly with customers and partners to build strong business networks and relationships.

• Responsible for strategic coordination and execution of day-to-day administrative and customer service activities for assigned accounts, and capable of resolving complex customer service problems
• Manages new business and policy renewal process in conjunction with AE and/or Producer
• Exercises discretion and independent judgment to ensure beneficial outcomes for clients and lOA
• Monitors Accounts Receivables reports and takes action on any delinquent accounts along with collecting outstanding balances due
• Maintains agency management system, other agency supported systems and carrier/vendor online platforms
• Maintains frequent, transparent communication with account team regarding individual and team client service and policy administration activities
• Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
• Manages policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals.

• Producer - Sell Medical Malpractice Liability Insurance to physicians and Management Liability
• Producer - Sell Lawyers Professional Liability to Attorneys and Management Liability
• Analyzing coverage, recognizing and recommending risk management needs
• Preparing Proposals and Risk Management recommendations
• Review client contracts assuring they meet coverage requirements
• Consult with fellow producers recommending sales strategies.

• Meeting with Producers, Clients and Carriers, Maintaining Relationships
• Analyzing coverage, recognizing and recommending risk management needs
• Marketing New and Renewal Business including price negotiating
• Preparing Proposals and Risk Management recommendations
• Review client contracts assuring they meet coverage requirements
• Consult with Producers when calling on Agribusiness accounts making risk management recommendations.

• Aiding Sales Executives and Account Executives and clients with service needs
• Analyzing coverage, recognizing and recommending risk management needs
• Marketing New and Renewal Business
• Preparing Proposals and Risk Management recommendations
• Review client contracts to meet their coverage requirements.

• Meeting with Producers, Clients and Carriers, Maintaining Relationships
• Analyzing coverage, recognizing and making recommending risk management for large accounts
• Managing the renewal process including marketing
• Preparing proposals and risk management recommendations for large accounts
• Processing new business and renewal transactions (i.e
• Bind Coverage)
• Resolving Issues and/or responding to policy coverage questions.