Develop and maintain positive client relationships Deliver outstanding customer service with a positive attitude Collaborate daily with Underwriters to foster strong working relationships Review and manage e-docs and renewal lists Oversee client policy renewals and re-market clients when necessary Process outstanding payments and update banking information Handle daily follow-ups on pending tasks Quote policy changes via CQ, PowerBroker, and company portals Assist Account Executives with renewals, policy changes, and new business opportunities Utilize problem-solving skills to assess risks and address issues efficiently
系统翻译:
发展和维护积极的客户关系 以积极的态度提供卓越的客户服务 每天与承保人合作,以培养牢固的工作关系 审查和管理电子文档和续保清单 监督客户保单续保,并在必要时重新营销客户 处理未付款项并更新银行信息处理待处理任务的日常跟进 通过 CQ、PowerBroker 和公司门户引用政策变更 协助客户经理处理续约、政策变更和新业务机会 利用解决问题的技能来有效评估风险并解决问题