Casey Beyer Email & Phone Number

Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term needs.Obtains underwriting approval by completing application for coverage.Assists in servicing for current clients including billing, updating policy information, endorsements and any questions as they arise. Prospecting to help build book of businessMarketing for Agency's social mediaUpdates job knowledge by participating in educational opportunitiesWorks in multi office setting to assist where needed

•Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.•Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.Confer with clients to obtain and provide information when claims are made on a policy. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.