Sarah Callahan

Work closely with producers to understand each clients needs for coverage. Reviewing current coverages and identifying any gaps, providing necessary documents for producers to successfully obtain new accounts.

Organizing new business accounts and marketing to appropriate carriers.

Review carrier quotes for accuracy as well as negotiate with underwriters on necessary coverages and competitive premiums.

Prepare updated Acord applications and proposals for the producers to present our coverage terms.

Detailing new business accounts in Sagitta as well as organizing and filing all emails and documentation in Imageright.

Finalizing all accounts and completing onboarding process with our servicing team.

Stay current on our carriers new products, appetite changes and underwriting practices

Training new Marketing Specialists on Select workflows as well as monitoring each of our work loads.

Managing and training our teams Technical Assistants

Work closely with our practice leaders to make sure our producers are meeting their new business goals

Serve as liaison to the CL Manager and resources for service staff on routine procedural questions and issues

Assist CL Manager to assure that agency meets its targeted goals for Commercial Lines productivity, efficiency, growth and performance through monitoring of service standards

Regularly interact with marketing staff to keep CL Manager apprised of backlog situations and assist with providing marketing back up when needed

Assist with the development and implementation of policies and procedures as they relate to the function of marketing

Sit in on all Producer/Partner/Account Manager renewal list review meetings on a monthly basis

Set market plan for accounts

Support Producers and Account managers through the marketing, placement and binding of new business, renewals and non-renewals

Provide account servicing to a book of assigned accounts

Complete proposal, applications, ID cards, binders, billing for new, renewal and non-renewal accounts

Review expiration lists with Producers and Account Managers

Provide account servicing experience to book of assigned accounts

Review and analyze policy forms

Handle new, renewal, endorsements, cancellations and other items for billing, accounting and accuracy purposes

Respond to client inquiries and all incoming requests on a timely basis

Manage client accounts and daily income of business

Consult with clients for specific needs for weddings, funeral or everyday occasion floral arrangements

Designer of arrangements