Sean Salz

Commercial Lines Insurance Producer

WA Group

06.2023 - Current

Managing a $250,000 book of business
Helped create and find insurance and risk management solutions that properly protected the customer and further supported loss ratio efforts
Worked with carrier partners and underwriters to create policies for harder to place risks
Utilized CRM software called Pipedrive to prospect new business, track leads, and organize prospecting efforts
Familiar with Applied Epic and AMS360 for current client and policy organization
Created submissions for marketing team to send over to carriers which included Executive Summaries of accounts. Executive summaries included information about insured's ongoing and future risk management efforts to create clarity about them as an overall risk.
Helped clients utilize Emerge Apps which was a risk management software that focused on employee return to work, safety, OSHA compliance, and general compliance.
Created annual plans with clients that focused on red flag risk areas they needed to improve upon. Example: Client had a couple of car accidents and employee injuries on their loss runs. Used the annual plan to ensure we implemented loss control items for both which included auto telematics for vehicles and employee safety training.
Helped mentor summer intern for summer of 24 and 25 which included bringing them on new business and current client meetings
Created prospect facing marketing information sheet for quoting information
Helped monitor claim situations to make sure the insureds understood the information needed and keep the claims process as smooth as possible

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