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 find the best fit for the clients needs.
• Create a new file
• Fill out necessary apps
• Order loss runs
• Request IFTAS
• Get trucks/values
Send File to Marketing: Let’s get that quote!
• Send file to marketing rep to quote once all infromation is gathered.
• Answering underwriting questions.
Present: Sell it!!
• Get complete quotes from marketing
• Analyze quotes to make sure its right
• Call client
• Go over their options
• Once you get the “yes” fill out binding applications and send to Binding CSR.
Renewals: Time for their
• Run renewal report and send over to renewal person.
Who will you be working with?