(but not limited to): Assist in the issuance of proofs of insurance (binders, certificates of insurance, and evidence of property insurance, ). Follow up on pending cancellations and reinstatements in accordance with our EPIC procedures. Assist with service matters (phone calls, emails, etc.
) when the account executive is not available or not present in the office. Process all non-premium endorsements for the clients, including entering data into EPIC, making changes on the company websites and follow up on the open activities. Prepare correspondence including, cover letters, policies, binders, and ID cards as needed to assist the account executive. Review Expiration Clean Up sheets
to make sure that any policies that should show as renewed are properly entered and giving back to the account executive those items that need more involvement. Run Motor Vehicle Reports. Assist with tasks and any special projects given to you by your manager.
Sales & Business Development jobs are roles focused on driving business growth by identifying new sales leads, promoting products or services, and building relationships with potential clients. Sales professionals often engage in direct contact with customers, negotiating deals, and closing sales. Meanwhile, Business Development personnel work on strategic partnerships, market research, and new market entry strategies. Both roles require strong communication skills, a results-driven mindset, and the ability to adapt to fast-paced environments. Their success is typically measured by achieved sales targets and the establishment of long-term business growth opportunities.
Sales & Business Development jobs are roles focused on driving business growth by identifying new opportunities, creating customer relationships, and closing deals. These positions often involve market research, networking, and strategy implementation. Key characteristics include strong communication skills, a knack for negotiation, a results-driven mindset, and the ability to work under pressure. Sales roles typically focus on direct revenue generation, while business development emphasizes creating long-term value through partnerships, market expansion, and product development.
