Now it’s time to start your training!
As I mentioned to you before, you are the new kid on the block. No need to worry we are going to
give you all the tools so that only lasts so long. This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
Training Index: This is what your training will consist of:
Daily To Do’s
The purpose of having YOU in this position is so that you can help build a positive brand and a positive and supportive team environment that will help us differentiate from other companies.
Loss Runs: Client’s loss history.
• Request loss runs from carriers.
Carrier Appetite: What do
they accept?
• Know carriers and what
they accept.
Submissions: Let’s get
that quote!
• Send file to quote.
PFA: payment plan
• Request PFA to get the best finance for client.
Bind: Now let’s activate it!
• Send request to bind.
• Issue in QQ.
• Once binder is received update QQ and send binder to client.
• Processing policy and sending it to client.
Communication
Who will you be working with?
Better business Bureau ®