Tyler Boudreau

Sell- Reach out to build connections with referral sources, contact potential clients and win business with exceptional customer service.

Account Management- Handle all clients need from payments to policy changes. Work with all carriers underwriting teams.

Account Reviews- Completed annual reviews with clients to go over current coverages and attempt to cross sell new business.

Sell- Cross sell, as well as prospect for new business with referrals and inbound calls.

Policy Changes- Complete daily policy changes and assist clients with my large book of business. Make sure each client is properly taken care of.

Sales- Locating and utilizing outside lead sources to grow my network. Handle inbound sales calls and walk ins daily. Exceeding monthly sales goal.

Education- Educating and reviewing coverages with clients to enhance Customer Service and make sure they are protected.

Teamwork- Working with account managers and companies to provide a total policy solution for each of my clients.

Systems- Worked with AMS, PL Rater and Assuresign.

Sales- Cross selling existing book and finding new clients

Managing Accounts- Finding the best coverages and making sure all my clients were protected and happy. Working with underwriters and companies daily on new business and renewals.

AMS/PL Rater/Docusign- I was trained in each of these and used them daily.