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 to make sure we have all the necessary information needed to get the clients renewal on time.
Review Renewals: its time to renew their policy lets check there’s no changes.
• Call customers 1 month in advance.
• Review policies to make sure that coverages match customers needs.
• Make changes if needed.
Cross Selling: do they have
other policies? Let’s make sure
we get them!
• Seek opportunities for cross selling.
Rewrites: Let’s get them a new policy.
• If a renewal needs a rewrite then look for a better quote and sell it.
Back Up for CSR:
• Help with some CSR duties
3rd Party Communication: getting everything needed between all parties involved.
• Make sure payment was made with mortgages.
Who will you be working with?